GN
Gary I. Nadolsky
CETERA INVESTMENT ADVISERS LLC
BROOKFIELD, WI 53045
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CRD#: 4853494
GN
Professional summary
Gary Irwin Nadolsky is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Brookfield, Wisconsin and CETERA WEALTH SERVICES, LLC located in Brookfield, Wisconsin.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Gary has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: 06/2017
APX NUMBER OF HOURS PER WEEK: VARIES
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, AND ANNUITIES
2.NAME OF OTHER BUSINESS: BENEVEST, INC..
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FINANCIAL SERVICES
START DATE: 06/2017
POSITION/TITLE/RELATIONSHIP: CUSTOMER RELATIONSHIP MANAGER
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: CUSTOMER RELATIONSHIP MANAGER
3.NAME OF OTHER BUSINESS: BENETRAK, INC..
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: 401 K TPA SERVICES
START DATE: 06/2017
POSITION/TITLE/RELATIONSHIP: CUSTOMER RELATIONSHIP MANAGER
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: CUSTOMER RELATIONSHIP MANAGER
CRS (Client Relationship Summary) - RIA
Click below to view Gary Irwin Nadolsky'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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 250 N Patrick Blvd Ste 100, Brookfield, WI 53045RIA
CRD#: 105644
BROOKFIELD, WI
Current
July 5, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 250 N Patrick Blvd Ste 100, Brookfield, WI 53045BD
CRD#: 13572
Brookfield, WI
Past
July 5, 2017 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
July 10, 2012 - July 5, 2017
SII INVESTMENTS, INC.
RIA
CRD#: 2225
BROOKFIELD, WI
Past
July 10, 2012 - July 5, 2017
SII INVESTMENTS, INC.
BD
CRD#: 2225
BROOKFIELD, WI
Past
February 19, 2008 - July 13, 2012
TOWER SQUARE SECURITIES, INC.
RIA
CRD#: 833
BROOKFIELD, WI
Past
February 19, 2008 - July 13, 2012
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
BROOKFIELD, WI
Past
July 31, 2007 - January 22, 2008
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
CHICAGO, IL
Past
July 27, 2007 - July 27, 2007
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
CHICAGO, IL
Past
July 27, 2007 - January 22, 2008
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
CHICAGO, IL
Past
January 9, 2006 - January 11, 2007
ALLSPRING FUNDS MANAGEMENT, LLC
RIA
CRD#: 110841
MENOMONEE FALLS, WI
Past
April 11, 2005 - January 11, 2007
ALLSPRING FUNDS DISTRIBUTOR, LLC
BD
CRD#: 133366
MENOMONEE FALLS, WI
Past
October 12, 2004 - April 11, 2005
STRONG INVESTMENTS, INC.
BD
CRD#: 15658
MENOMONEE FALLS, WI
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
Florida(6/17/2025)
RR
Indiana(11/17/2020)
RR
Iowa(2/18/2025)
RR
Maryland(1/31/2023)
RR
Wisconsin(7/5/2017)
IAR
Wisconsin(6/29/2023)
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
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Brookfield, WI 53045TRUST BUT VERIFY
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