Gregory Hoekman, financial advisor Modesto CA

Gregory Hoekman

CRD Number: 5778351
Current Firm: Cetera Investment Advisers LLC

Gregory Hoekman (CRD# 5778351) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Modesto, CA and has over 12 years of experience in the finance industry. Gregory Hoekman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Oak Valley Community Bank Modesto, CA Jan 2020 - Current 3
Cetera Investment Services LLC St Cloud, MN Jan 2020 - Current 3
Cetera Investment Advisers LLC Modesto, CA Jan 2020 - Current 3
Wells Fargo Clearing Services, LLC Newport Beach, CA Nov 2016 - Jan 2020 3
Wells Fargo Bank Newport Beach, CA Aug 2009 - Jan 2020 10
Wells Fargo Advisors LLC Newport Beach, CA Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Gregory J. Hoekman
Phone Number: 888-528-2987
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    35,762
    MILLIONS
  • Total Number of Accounts
    169,758
    ACCOUNTS
  • Average Account Value
    $210,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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