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Gregory George Jahnke

Advisor at Cetera — Sutton, NE

Updated today

Credentials

Series 63

Experience

35 years

Location

Sutton, NE

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Gregory Jahnke is a financial advisor with Cetera, holding a Series 63 designation and 35 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and currently works at Cetera. In addition to his advisory role, he is an insurance agent specializing in life and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

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

Sutton, NE

Sutton NE

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

35 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2013 - Present • 13 years

El Segundo, CA

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

Sara K

Series 66

Geneva, NE

LPL Financial

Sara Kresser is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Tyler Williams and Reinke Manufacturing Co., Inc. Outside of advising, she has been involved with Lazy Horse Brewing as a bartender and participates in activities at St. Peter Lutheran Church. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors nationwide.

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

Charles T

Series 66

Henderson, NE

LPL Financial

Charles Trauger is a financial advisor at LPL Financial with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Global View. Outside of advising, he serves as Vice President at Cornerstone Bank in Henderson, NE. 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 services including financial planning, model portfolios, and institutional platforms, supported by technology and a broad 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
user avatar

Laurie S

Series 63, Series 66

Henderson, NE

LPL Financial

Laurie Stuhr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors, Inc. and Cornerstone Bank. In addition to her advisory work, she serves as secretary for Stuhrville Farms, Inc., a family farming corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

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

Michael L

Series 63, Series 65

Geneva, NE

LPL Financial

Michael Lynch II is a financial advisor with LPL Financial in Geneva, Nebraska, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at SagePoint Financial, Equitable Advisors, Homan Wealth Advisors, and Merrill. In addition to his advisory work, he is involved with Lynch Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

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

Tyler W

Series 63, Series 66

Geneva, NE

LPL Financial

Tyler Williams is a financial advisor with LPL Financial in Geneva, NE, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at firms including Waddell & Reed and Edward Jones. Williams serves on the board of the Fillmore County Hospital and is involved in business ventures outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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