Kelly Greig, financial advisor Antigo WI
77 score

Kelly Greig

CRD Number: 6203137
Current Firm: Edward Jones

Kelly Greig (CRD# 6203137) is an Investment Advisor Representative working at Edward Jones in Antigo, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Mar 2014 - Current 2
Bank Of America, N.a. Green Bay, WI Oct 2013 - Mar 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay, WI May 2013 - Mar 2014 < 1
Steris Corp Hillsborough, NJ Nov 2011 - Apr 2013 1
Target Wausau, WI Nov 2010 - Nov 2011 1
Ewi Provo, UT Aug 2007 - Dec 2010 3
Schalow Real Estate Norco, CA Jan 2001 - Jan 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Kelly M. Greig
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
77

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