Gregory A. Liszka
VICUS CAPITAL
Greenville, PA 16125
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CRD#: 4613331
Professional summary
Gregory Alan Liszka, CFP®, who also goes by Gregory Liszka, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Greenville, Pennsylvania and CETERA INVESTMENT ADVISERS LLC located in Grove City, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Liszka
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. INDEPENDENT INSURANCE AGENT, (FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH), 3 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 6/2008; 2.NAME OF OTHER BUSINESS: VICUS CAPITAL, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 10/2019 NATURE OF BUSINESS: ADVISORY BUSINESS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISING 3. TEACH RETIREMENT PLANNING CLASS, 2 SECURITIES TRADING HOURS WEEKLY, 1 NON SECURITIES TRADING HOURS WEEKLY, START DATE 9/2012; 4. NAME OF OTHER BUSINESS: DBA IRON POINT FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/15/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR / OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES - FINANCIAL PLANNING. 5. NAME OF OTHER BUSINESS: GROVE CITY COUNTRY CLUB; INVESTMENT RELATED: NO; ADDRESS: COUNTRY CLUB LANE, GROVE CITY, PA 16127; NATURE OF BUSINESS: COUNTRY CLUB; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: BOARD LEVEL DECISIONS ON HOW CLUB IS RUN, AND PRESENT BALANCE SHEET & P/L STATEMENTS FOR BOARD. 6. NAME OF OTHER BUSINESS: LISZKA & LISZKA LLC; INVESTMENT RELATED: NO; ADDRESS: 289 NUTT RD, GROVE CITY, PA 16127; NATURE OF BUSINESS: OFFICE BUILDING / COMMERCIAL REAL ESTATE; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COLLECT RENT FROM TENANTS; 7. NAME OF OTHER BUSINESS: HERITAGE POINT PROPERTIES, LLC; INVESTMENT RELATED: NO ADDRESS: 318 S MAIN ST BUTLER, PA 16001; NATURE OF BUSINESS: REAL ESTATE; START DATE: 09/2020; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS:0 ; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING; 8. NAME OF OTHER BUSINESS: GLR INC.; INVESTMENT RELATED: NO; ADDRESS: 4 VILLAGE PARK DR, GROVE CITY, PA 16127; NATURE OF BUSINESS: MACHINING/METAL WORK; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SMALL CUSTOM METAL PRODUCTS/MACHINING BUSINESS;
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Alan Liszka'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: 2013
Experience
Current
October 30, 2019 - Present
VICUS CAPITAL, INC.
Office #1: 103 Woodfield Drive, Greenville, PA 16125Office #2: 4 Village Park Dr #170, Grove City, PA 16127RIA
CRD#: 116021
Greenville, PA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4 Village Park Dr Ste 170, Grove City, PA 16127Office #2: 103 Woodfield Dr, Greenville, PA 16125RIA
CRD#: 105644
GROVE CITY, PA
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 103 Woodfield Dr, Greenville, PA 16125Office #2: 4 Village Park Dr Ste 170, Grove City, PA 16127BD
CRD#: 13572
Greenville, PA
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GREENVILLE, PA
Past
August 6, 2009 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
GREENVILLE, PA
Past
June 10, 2008 - October 23, 2019
STRATEGIC LIFESTYLE ADVISORS, INC.
RIA
CRD#: 115984
GREENVILLE, PA
Past
January 25, 2008 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
GREENVILLE, PA
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
Alabama(9/12/2014)
RR
Arizona(9/12/2014)
RR
California(10/22/2013)
RR
Colorado(9/12/2014)
RR
Connecticut(2/23/2024)
RR
District of Columbia(7/21/2020)
RR
Florida(9/3/2013)
RR
Georgia(9/12/2014)
RR
Illinois(3/2/2022)
RR
Indiana(5/5/2016)
RR
Iowa(2/23/2024)
RR
Kentucky(9/12/2014)
RR
Maryland(9/12/2014)
RR
Missouri(4/17/2020)
RR
Nevada(10/31/2024)
RR
New York(12/19/2023)
RR
North Carolina(9/15/2014)
RR
Ohio(9/3/2013)
RR
Pennsylvania(9/3/2013)
IAR
Pennsylvania(10/30/2019)
RR
South Carolina(3/28/2019)
IAR
Texas(12/23/2024)
RR
Texas(4/14/2025)
RR
Virginia(9/12/2014)
RR
West Virginia(1/2/2014)
RR
Wyoming(1/26/2021)
Exams
State Security Law Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Greenville, PA 16125TRUST BUT VERIFY
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