Gregory Todd Elker

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 10/2022
  Cuso Financial Services, L.P.
  San Diego, CA
• 06/2016 → 10/2022
  Maps Credit Union
  Salem, OR
• 11/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2022 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2022 → Present
  : Koontz, Elker, And Associates
  Salem, OR

Previous Registrations

• 2008-05-02 → 2022-10-31
  Cuso Financial Services, L.P.
  Corvallis, OR
  Salem, OR
  Salem, OR

Other Businesses

1) FIDUCIARY APPOINTMENT/TRUSTEE; ADDRESS SAME AS REGISTERED BRANCH; NON-INVESTMENT RELATED; TRUSTEE FOR FAMILY TRUST; SINCE 04/2014; 0 HRS/MO 2) NAME OF OTHER BUSINESS: KOONTZ, ELKER, AND ASSOCIATES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2008-01-17
• S63 Uniform Securities Agent State Law Examination
  2000-08-14