Ivan P Gruhl

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

• 08/2011 → 01/2018
  Honkamp Krueger Financial Services
  Dubuque, IA
• 08/2011 → 12/2017
  Proequities, Inc
  Dubuque, IA
• 01/2018 → 01/2021
  Hk Financial Services, Inc.
  Dubuque, IA
• 01/2021 → Present
  Avantax Planning Partners
  Dubuque, IA
• 03/2021 → 09/2025
  Avantax Advisory Services
  Dubuque, IA
• 03/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → 09/2025
  Avantax Investment Services
  Dubuque, IA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-03-19 → 2025-09-05
  Avantax Advisory Services
  Debuque, IA
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-31

Designations

• Chartered Financial Analyst

Other Names

• Ivan Paul Gruhl