Unclaimed
Greg Grotewold is a financial advisor at Cetera Investment Advisers LLC, a firm with offices in Schaumburg, IL, and across the United States. Greg has been in the financial services industry since 2000, working with clients in Minnesota, Maryland, and California. Greg is also the author of several publications and is involved with his community as a member of a board and other organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (SAINT PAUL MN)
MN
11/13/2000 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
04/17/2001 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MD
08/27/2012 - 10/13/2017
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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