Gregory James Kalb

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

• 03/2003 → 07/2023
  Bank Of The West
  Omaha, NE
• 12/2017 → 07/2023
  Bancwest Investment Services, Inc.
  Omaha, NE
• 07/2023 → 06/2025
  Lpl Financial Llc
  Omaha, NE
• 06/2025 → Present
  Equity Bank
  Omaha, NE
• 06/2026 → Present
  Cetera Investment Advisors Llc
  Omaha, NE
• 06/2026 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN

Previous Registrations

• 2023-07-19 → 2025-07-15
  Lpl Financial Llc
  Omaha, NE
  Lincoln, NE
  Lincoln, NE
  Omaha, NE
  Lincoln, NE
  Omaha, NE
  Omaha, NE
  Bellevue, NE
  Omaha, NE
• 2018-03-12 → 2023-07-19
  Bancwest Investment Services, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Lincoln, NE
  Lincoln, NE
  Bellevue, NE
  Lincoln, NE
  Omaha, NE
  Omaha, NE
  Lincoln, NE
  Omaha, NE
  Lincoln, NE
  Omaha, NE
  Omaha, NE
  Bellevue, NE
  Lincoln, NE

Other Businesses

1.) EQUITY BANK, CONSUMER AND BUSINESS DEPOSITS AND LOANS. 2.) GREAT PRAIRIE DEVELOPMENT LLC, COMMERCIAL REAL ESTATE, 15% OWNER. 3.) QUIET LIVING LLC, COMMERCIAL REAL ESTATE, 15% OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-09