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Scott G

Series 63, Series 65

Boise, ID

Cetera

Scott Gull is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Voya Financial Advisors and Pro Financial, and he currently owns Gull Wealth Management. Outside of financial advising, he is involved as an independent insurance agent and has supported a window cleaning startup. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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

Series 66

Boise, ID

Cetera

Scott Jamison is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Nelson Financial Group. Outside of his advisory work, he is involved as an independent insurance agent and serves in leadership roles with NFG Brokerage and Altitude Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 third-party money managers.

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

Series 63, Series 65

Boise, ID

Cetera

Gunnar Gull is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. He has worked with several entities, including Gull Financial, LLC, which he owns, and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

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