Gregory Liesen, financial advisor Allen TX

Gregory Liesen

CRD Number: 3187833
Current Firm: Geneva Financial Group LLC

Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Geneva Financial Group Oak Brook, IL Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Gregory P. Liesen
Phone Number: 630-645-8201
Registered State(s):
  • IL
  • TX
Current Firm Details
Geneva Financial Group LLC
Firm's CRD Number: 142899
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $157,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX

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