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Dimitar Nikolaev Mushkov

Advisor at Cetera — Belleville, IL East Washington St

Updated today

Credentials

Series 66

Experience

15 years

Location

Belleville, IL 62220

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,116 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Belleville, IL East Washington St

210 East Washington St

Belleville IL 62220

Advisors at this office

1

Most active in

Illinois · Missouri · Texas

Work history

15 years of industry experience

Cetera

2017 - Present • 9 years

Creve Coeur, MO

Cetera Investment Services Llc

2017 - Present • 9 years

St. Cloud, MN

Regions bank

2017 - Present • 9 years

Creve Coeur, MO

PNC investments

2016 - 2017 • 1 year

Pittsburgh, PA

LPL Financial

2015 - 2016 • 1 year

Town & Country, MO

Krilogy

2014 - 2015 • 1 year

St. Louis, MO

MSI Financial Services, Inc.

2011 - 2014 • 3 years

St. Louis, MO

Edward Jones

2009 - 2010 • 1 year

MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Blake F

CFP®, Series 66

O'Fallon, IL

Integrated Advisors Network LLC

I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

Wealth management Roth conversion strategy General tax planning Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Executive Engineering Professional
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Monica G

Series 63, Series 66

Saint Louis, MO

Integra Wealth Advisors

Monica Gamblin is a financial advisor at Integra Wealth Advisors in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Heartland Capital, Inc. from 2011 to 2016. In addition to her advisory role, she operates The Gamblin Group, providing tax representation and preparation services. Integra Wealth Advisors serves individual clients by offering comprehensive financial planning and tax-related services, with a focus on acting as a liaison to third-party money managers rather than managing assets directly. The firm also conducts public seminars and workshops aimed at educating clients and the public at no charge.

General tax planning
user avatar

Michael P

PFS™, Series 63, Series 65

Saint Louis, MO

Michael Piper, LLC

Michael Piper is the principal of Michael Piper, LLC, an investment management firm based in Saint Louis, MO. He holds the PFS™ designation and has two years of industry experience. In addition to his advisory role, Piper owns and authors for Simple Subjects, LLC, a publishing company, and serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC provides financial planning and investment advice to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing with a focus on tax efficiency and sequencing risk, and integrates tax and accounting considerations into its planning approach.

General retirement planning Retirement withdrawal strategies Roth conversion strategy Social Security optimization Charitable giving tax strategies
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Ethan O

Series 65

St. Louis, MO

Long River Investment Management LLC

Ethan Oetter is a financial advisor at Long River Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Twin Springs Investments, LLC, where he continues to provide contract administrative support. Long River Investment Management LLC is an independent, single-advisor firm managing approximately $71.8 million across various client types, including individuals, trusts, and institutions. The firm employs a dual-strategy approach combining concentrated value stock selection with ETF-based global diversification, emphasizing long-term, tax-efficient portfolio management tailored to client objectives.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

Michael L

Series 65

Millstadt, IL

Ludgate Capital

Michael Ludgate is a financial advisor with Ludgate Capital and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in the cybersecurity industry for several years, including positions at At-Bay, eSentire, and TechGuard Security. His background also includes employment at the St. Clair County Treasurer's Office. Ludgate Capital provides non-discretionary investment advisory services and financial planning to individuals, families, trusts, and other clients. The firm emphasizes diversified, long-term portfolio construction informed by fundamental and quantitative analysis and integrates financial and retirement planning into its advisory relationships.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
user avatar

Kyle P

Series 65

St. Louis, MO

Parke Investment Management, Inc.

Kyle Parke is the sole advisor at Parke Investment Management, Inc. in St. Louis, MO, holding a Series 65 credential with 28 years of industry experience. He has led his independent firm since 1993 and has also been associated with Holiday Inn Corp. since 1992. Parke Investment Management serves primarily individual clients through discretionary portfolio management and occasionally provides financial planning at no additional charge. The firm manages a modest asset base for a limited client roster, employing a broad range of investment vehicles and utilizing borrowing and derivatives strategies within separately managed accounts.

Options & derivatives strategies
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