Gregory Kimack

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

• 11/1988 → 12/2016
  Mastercard
  O'FAllon, MO
• 09/2017 → 11/2017
  Farmers Insurance Group
  Saint Louis, MO
• 09/2017 → 11/2017
  Farmers Financial Solutions
  Saint Louis, MO
• 11/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2016 → 09/2017
  Unemployed
  O'FAllon, MO
• 11/2017 → 04/2024
  Equitable Advisors, Llc
  New York, NY
• 04/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2017 → Present
  Greg Kimack Llc
  St Louis, MO

Previous Registrations

• 2018-01-02 → 2024-03-12
  Equitable Advisors, Llc
  Creve Coeur, MO
  Dallas, TX
  O Fallon, MO

Other Businesses

1.NAME OF OTHER BUSINESS: SD SMITH FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2.NAME OF OTHER BUSINESS: GREG KIMACK LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 08/2017, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ESTABLISHED FOR TAX REPORTING PURPOSES ONLY FOR FINANCIAL SERVICES BUSINESS; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELL FIXED ANNUITIES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-22
• S63 Uniform Securities Agent State Law Examination
  2017-10-25

Other Names

• Gregory Michael Kimack
• Gregory Kimack