Gary Ross Dietrich

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

• 01/2006 → Present
  Price Kong & Co. Cpas Pa
  Phoenix, AZ
• 03/2018 → 10/2019
  1St Global Capital Corp
  Phoenix, AZ
• 03/2018 → 10/2019
  1St Global Advisors Inc
  Phoenix, AZ
• 03/2018 → Present
  Pk Financial Strategies
  Phoenix, AZ
• 05/2018 → 09/2025
  Avantax Insurance Services, Inc.
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Phoenix, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Phoenix, AZ
• 2019-07-24 → 2022-12-31
  Pk Financial Strategies, Llc
  Phoenix, AZ
• 2018-03-20 → 2019-10-25
  1St Global Advisors Inc
  Phoenix, AZ

Other Businesses

1) PK FINANCIAL STRATEGIES, LLC POSITION: Partner NATURE: Provide financial services and advice to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2017; ADDRESS: 5300 N Central Ave, #200, Phoeniz AZ 85083; Help with the acquisition and retention of clients to PK Financial Strategies. 2) PRICE KONG & CO, C.P.A.S POSITION: Managing Director NATURE: CPA Practice INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2006 ADDRESS: 5300 N. Central Avenue, Suite 200, Phoenix AZ 85012, US; Managing director.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-19

Other Names

• Ross Dietrich
• Gary Dietrich