GK
Gregorie H. Kvilhaug
CETERA INVESTMENT ADVISERS LLC
WORTHINGTON, MN 56187
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CRD#: 3142295
GK
Professional summary
Gregorie Harlan Kvilhaug, CFP®, who also goes by Greg Kvilhaug, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Worthington, Minnesota and CETERA WEALTH SERVICES, LLC located in Luverne, Minnesota.
Gregorie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregorie has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Kvilhaug
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ACREAGE LAND RENTAL POSITION: OWNER NATURE: LAND RENTAL INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2007 ADDRESS: 27298 270th St, Worthington MN 56187, United States DESCRIPTION: Collect 2 rental income payments pay land real estate taxes and maintain farm land-spray-mow etc 2) R.D. HANA CO POSITION: PRIOR OWNER, NOW OCCASIONAL CONSULTATION NATURE: OFFICE EQUIPMENT LEASING COMPANY . ONLY LEASES EQUIPMENT TO CPA FIRM. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/27/1992 ADDRESS: 909 4th Ave, Worthington MN 56187, United States DESCRIPTION: OCCASIONAL CONSULT WITH ELLEN HOEFKER-OWNER RE: THE OFFICE EQUIPMENT, COPIERS, COMPUTERS, CHAIRS, DESKS, SERVERS, PHONE SYSTEMS, ETC THAT IS LEASED TO THE CPA FIRM. ACTIVITIES ARE COLLECTING THE RENT/LEASE PAYMENTS MONTHLY, DRAFTING THE NEW LEASE AGREEMENTS EACH YEAR FOR NEW EQUIPMENT ITEMS, PAYING FOR EQUIPMENT PURCHASES, REMITTING SALES TAX ON LEASE PAYMENTS. FILING INCOME TAX RETURN. 3) CITY CENTRE PROFESSIONAL COMPLEX, LLC POSITION: PRIOR MEMBER, NOW OCCASIONAL CONSULTATION NATURE: COMMERCIAL REAL ESTATE -LOCATION OF CPA FIRM IN WORTHINGTON MINNESOTA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/30/2021 ADDRESS: 909 4th Ave, Worthington MN 56187, United States DESCRIPTION: OCCASIONAL CONSULT WITH ELLEN HOEFKER-OWNER RE: General management decisions related to leasing out commercial property. Value of property is approx. $400K 4) DREALAN KVILHAUG HOEFKER & CO PA POSITION: CPA - MANAGER NATURE: CPA - TAX MANAGER, CONSULTING WITH CLIENTS REGARDING TAX RETURNS & PLANNING INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 98 START DATE: 01/01/2022 ADDRESS: 909 Fourth Avenue, Worthington MN 56187, United States DESCRIPTION: NON OWNER- (WAS PART OWNER OF FIRM IN 1990 TO 2021)PRESENTLY EMPLOYEE, AS TAX MANAGER. DISCUSS WITH PAST PARTNER FIRM OPERATIONS, STAFF, EQUIPMENT, STAFFING, SOFTWARE. 5) TDK WEALTHCARE, INC POSITION: PRESIDENT NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 12/31/1998 ADDRESS: 909 4th Ave, Worthington MN 56187, United States DESCRIPTION: President- Provide financial support services
CRS (Client Relationship Summary) - RIA
Click below to view Gregorie Harlan Kvilhaug's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 909 Fourth Avenue, Worthington, MN 56187Office #2: 905 S Kniss Ave Suite 2, Luverne, MN 56156RIA
CRD#: 105644
WORTHINGTON, MN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 905 S Kniss Ave Suite 2, Luverne, MN 56156Office #2: 909 Fourth Avenue, Worthington, MN 56187BD
CRD#: 13572
Luverne, MN
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
WORTHINGTON, MN
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Luverne, MN
Past
December 16, 2013 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
WORTHINGTON, MN
Past
December 8, 1998 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
WORTHINGTON, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Minnesota(9/5/2025)
IAR
Minnesota(9/5/2025)
RR
Nebraska(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
