Gregory Charles Horstman

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

• 05/2015 → 09/2017
  Tradewell Tax & Financial
  Fort Wayne, IN
• 09/2017 → 09/2022
  The Romine Group Cpas
  Columbia City, IN
• 10/2011 → 06/2022
  The Tax Guy Business Services, Llc
  Fort Wayne, IN
• 08/2018 → Present
  Whitley Tax Services Llc
  South Whitley, IN
• 06/2020 → Present
  Wtfs Realty Llc
  South Whitley, IN
• 09/2022 → 09/2025
  Avantax Advisory Services
  Fort Wayne, IN
• 09/2017 → Present
  The Romine Group Cpas
  Columbia City, IN
• 10/2024 → 03/2025
  Benchmark Cpa
  Fort Wayne, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-12-06 → 2025-09-05
  Avantax Advisory Services
  South Whitley, IN
  Dallas, TX
  Fort Wayne, IN

Other Businesses

1) KHG WEALTH ADVISORS POSITION: Owner NATURE: Provide investment advisory services and financial advisement. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2023 ADDRESS: 10351 Dawson's Creek Blvd, STE F, Fort Wayne IN 46825, United States DESCRIPTION: Financial advisor. Business manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-05
• S63 Uniform Securities Agent State Law Examination
  2014-05-22

Other Names

• Gregory C Hortsman
• Gregory Horstman
• Greg Horstman
• Greg C Horstman
• Greg Charles Horstman