Gary James Orf

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

• 05/2002 → Present
  Gem Holdings Llc
  St. Charles, MO
• 03/2011 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 03/2011 → Present
  Renaissance Financial
  St Louis, MO
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St. Louis, MO
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-06-25 → 2023-08-10
  Securian Financial Services, Inc.
  St. Louis, MO
  St. Paul, MN
• 2002-10-18 → 2008-12-31
  Gem Holdings Llc
  St. Charles, MO
• 2002-06-25 → 2002-11-14
  Argent Capital Management Llc
  St. Louis, MO

Other Businesses

1) GEM HOLDINGS LLC POSITION: Advisory Board NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2002 ADDRESS: , St. Charles MO , United States DESCRIPTION: Advisory Board 2) NAME OF OTHER BUSINESS: GOJO HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: 33 OAKLAND HILLS DR CHESTERFIELD, MO 63017; NATURE OF BUSINESS: REAL ESTATE; START DATE: 07/2005; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE AND COLLECT RENT FOR RENTAL HOUSES 3. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: August 2023 POSITION/TITLE/RELATIONSHIP: Registered Staff APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-15

Designations

• Chartered Financial Analyst