Gregorie Harlan Kvilhaug

Current Employers

Employment History

• 10/1998 → 10/2019
  1St Global Capital Corp.
  Worthington, MN
• 11/2004 → 01/2022
  Drealan Kvilhaug Hoefker & Co., P.A.
  Worthington, MN
• 11/2003 → 09/2025
  Avantax Insurance Services, Inc.
  Worthington, MN
• 06/2007 → 10/2019
  1St Global Advisors, Inc.
  Worthington, MN
• 10/2019 → 09/2025
  Avantax Advisory Services
  Worthington, MN
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Worthington, MN
• 01/2022 → Present
  Drealan Kvilhaug Hoefker & Co Pa
  Worthington, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Luverne, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Worthington, MN
  Luverne, MN
• 2013-12-16 → 2019-10-25
  1St Global Advisors Inc
  Worthington, MN

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  1998-12-22

Other Names

• Greg Kvilhaug