Gregory Wodark, financial advisor Coto De Caza CA

Gregory Wodark

CRD Number: 1465959
Current Firm: An Ideal Life Financial Planning, LLC

Gregory Wodark (CRD# 1465959) is an Investment Advisor Representative working at An Ideal Life Financial Planning, LLC in Coto De Caza, CA and has over 34 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Coto De Caza CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Coto De Caza CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Coto De Caza CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
An Ideal Life Financial Planning LLC Coto De Caza, CA Nov 2020 - Current < 1
Wells Fargo Clearing Services, LLC Newport Beach, CA Nov 2016 - Sep 2020 3
Wells Fargo Advisors Newport Beach, CA Mar 2013 - Nov 2016 3
Rbc Capital Markets Corporation Newport Beach, CA Mar 2008 - Mar 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Mar 1992
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.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory M. Wodark
Phone Number: 949-233-1869
Registered State(s):
  • CA
Current Firm Details
An Ideal Life Financial Planning, LLC
Firm's CRD Number: 311316
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Gregory Wodark and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.