Gregory Guemmer, financial advisor Louisville KY

Gregory Guemmer

CRD Number: 1937105
Current Firm: Money Concepts Advisory Service

Gregory Guemmer (CRD# 1937105) is an Investment Advisor Representative working at Money Concepts Advisory Service in Louisville, KY and has over 30 years of experience in the finance industry. Gregory Guemmer 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
Money Concepts Capital Corp. Palm Beach Gardens, FL Oct 2014 - Current 9
Benefit Planning Shelbyville, KY May 1987 - Current 36
Resource Horizons Group, LLC Marietta, GA May 2005 - Oct 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory W. Guemmer
Phone Number: 561-472-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

VI

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