Thomas Charles Greer

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

• 11/2013 → 03/2023
  Ameriprise Financial Services, Inc.
  Shelby Township, MI
• 03/2023 → 05/2024
  Ameriprise Financial Services, Llc
  Troy, MI
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Victory Wealth Group
  Troy, MI
• 05/2024 → Present
  Greer Financial Group Llc Dba Victory Wealth Group
  Troy, MI

Previous Registrations

• 2013-12-19 → 2024-05-31
  Ameriprise Financial Services, Llc
  Bloomfield Hills, MI
  Troy, MI
  Troy, MI

Other Businesses

1. NAME OF OTHER BUSINESS: HERITAGE CHURCH OF MACOMB INVESTMENT RELATED: NO ADDRESS: 44625 SCHOENHERR ROAD STERLING HEIGHTS, MI NATURE OF BUSINESS: RELIGIOUS START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: ELDER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SUPPORT PASTORAL STAFF WITH THEIR MINISTRY. PROVIDE COUNSEL ON THE IN ALL AREAS OF THE CHURCH ORGANIZATION. 2. NAME OF OTHER BUSINESS: ANGELIQUE GREER PAMPERED CHEF INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: DIRECT SALES OF HOUSEWARE KITCHEN PRODUCTS START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST MY WIFE WITH HER DIRECT SALES. CONDUCT DEMONSTRATION VIDEOS AND ATTEND VENDOR EVENTS. 3. NAME OF OTHER BUSINESS: VICTORY WEALTH GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED BRANCH OFFICE NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 33 BRIEF DESCRIPTION OF DUTIES: FFER SECURITIES, INSURANCE, PLANNING, AND ADVISORY SALES AND SERVICE. 4. NAME OF OTHER BUSINESS: GREER FINANCIAL GROUP LLC DBA VICTORY WEALTH GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2024; POSITION/TITLE/RELATIONSHIP: 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
  2013-12-18

Other Names

• Thomas Charles Greer
• Thomas Charles Greer