Gary Packnick

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

• 10/2007 → 09/2019
  Summit Brokerage Services Inc
  Wolcott, CT
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2017 → 05/2021
  Summit Financial Group Inc
  Wolcott, CT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-10-12 → 2021-05-20
  Summit Financial Group Inc
  Wolcott, CT
  Lebanon, NH
  Lebanon, NH
• 1997-07-29 → 2007-10-29
  Ubs Financial Services Inc.
  Middlebury, CT
  Southbury, CT

Other Businesses

(1) Packnick Financial, LLC; Investment Related: Yes; 55 White Oak Lane, Wolcott, CT 06716; DBA; Owner / Financial Advisor; 2007; 180 Hours A Month, 130 Hours a Month During Trading Hours;DBA Through Which Taxes are Paid and Business is Marketed. (2) SINGING HILLS CHRISTIAN CONFERENCE CENTER; NOT INVESTMENT RELATED; 71 KING DRIVE, PLAINFIELD, NH 03781; CHARITY/NON-PROFIT; BOARD OF DIRECTORS MEMBER; STARTED 6/7/2014; APX 2 HOURS/MONTH NONE DURING TRADING; Attend annual meetings as a voting board member, joining with other board members in exercising oversight of the activities of Singing Hills, and setting and maintaining policy based on its mission and vision

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-12
• S63 Uniform Securities Agent State Law Examination
  1990-10-15