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Gregorie Harlan Kvilhaug

Advisor at Cetera — Worthington, MN

Updated today

Credentials

Series 66

Experience

27 years

Location

Worthington, MN 56187

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,094 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Gregorie Kvilhaug is a financial advisor with Cetera, holding a Series 66 license and bringing 27 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Advisors, and leadership at Drealan Kvilhaug Hoefker & Co., a CPA firm where he currently serves as a tax manager and consultant. He is also president of TDK Wealthcare, Inc., a financial services company. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of program options and over $256 billion in assets under management.

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

Worthington, MN

909 Fourth Avenue

Worthington MN 56187

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

27 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Luverne, MN

Cetera

2025 - Present • 1 year

Schaumburg, IL

Drealan Kvilhaug Hoefker & Co PA

2022 - Present • 4 years

Worthington, MN

Avantax Investment Services, Inc.

2019 - 2025 • 6 years

Worthington, MN

Avantax Advisory Services

2019 - 2025 • 6 years

Worthington, MN

1st Global Advisors, Inc.

2007 - 2019 • 12 years

Worthington, MN

Drealan Kvilhaug Hoefker & Co., P.A.

2004 - 2022 • 18 years

Worthington, MN

Avantax Insurance Services, Inc.

2003 - 2025 • 22 years

Worthington, MN

1st Global Capital Corp.

1998 - 2019 • 21 years

Worthington, MN

Disclosures

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

Business activities & affiliations

user avatar

Kelly M

Series 63

Worthington, MN

PFG Advisors

Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Scott R

Series 63, Series 65

Worthington, MN

Private Advisor Group, LLC

Scott Rall is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at Askar Advisors Group. Outside of his advisory role, he is involved in prairie restoration through his business, Rall Seeding Service, and contributes as an outdoor writer for local newspapers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment strategies.

Annuities Founder/Business Owner
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Michael W

Series 63, Series 66

Worthington, MN

LPL Financial

Michael Woll is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked at Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll is also a notary public in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Alaina K

CFP®, Series 66

Worthington, MN

LPL Financial

Alaina Kolpin is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. She previously worked for Momentum Independent Network Inc. for eight years. Outside of financial advising, Alaina owns Kolpin Landscaping, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd H

Series 63, Series 65

Worthington, MN

Equitable Advisors

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves in multiple leadership positions at Worthington Christian Church and is the treasurer of the Frosty Riders Snowmobile Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation

Amber K

CFP®, Series 66

Worthington, MN

Edward Jones

Amber Knips is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at Edward Jones and previously spent over a decade at Raymond James Financial Services Advisors Inc. Outside of her advisory role, she assists with bookkeeping for her family's farm operation in Lakefield, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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