Gregory Gaynier (CRD# 1061226) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 41 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Oct 2020 - Current | 3 |
| Collective Advisors | Austin, TX | Oct 2020 - Current | 3 |
| Cetera Advisor Networks | El Segundo, CA | Nov 2020 - Jan 2022 | 1 |
| Sigma Financial Corporation | Ann Arbor, MI | Oct 2018 - Oct 2020 | 2 |
| Spc | Ann Arbor, MI | Oct 2018 - Oct 2020 | 2 |
| Retirement Plan Solutions LLC | Austin, TX | Mar 2005 - Oct 2020 | 15 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Oct 2018 | 2 |
| Strategic Retirement Partners | Shorewood, IL | Jan 2016 - Oct 2018 | 2 |
| Nfp Advisor Services, LLC | Austin, TX | Aug 2014 - Apr 2016 | 1 |
| 401k Advisors Inc. | Aliso Viejo, CA | Apr 2013 - Jan 2016 | 2 |
| Financial Telesis Inc. | San Rafael, CA | Oct 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1982 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
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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, VT, WA, WI, WV, WY
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