Gregory Thoke, financial advisor Fort Collins CO
90 score

Gregory Thoke

CRD Number: 6055569
Current Firm: Waddell & Reed

Gregory Thoke (CRD# 6055569) is an Investment Advisor Representative working at Waddell & Reed in Fort Collins, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Fort Collins, CO Oct 2012 - Current 4
Waddell & Reed, Inc. Fort Collins, CO May 2012 - Current 4
Boomerang Links Golf Course Greeley, CO Mar 2012 - Aug 2012 < 1
Unc Finance Department Greeley, CO Jan 2012 - May 2012 < 1
Student Pwaukee, WI Jun 2004 - Jan 2012 7
Boomerang Links Golf Course Greeley, CO May 2011 - Oct 2011 < 1
Mill Brothers Landscaping Fort Collins, CO May 2010 - Aug 2010 < 1
Mill Brothers Landscaping Fort Collins, CO May 2009 - Aug 2009 < 1
Columbine Health Systems Fort Collins, CO Jun 2008 - Aug 2008 < 1
Press One Customer Care Fort Collins, CO Jun 2007 - Aug 2007 < 1
Mcdonalds Fort Collins, CO May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Gregory S. Thoke
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • NM
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
90
Clean Record
This advisor has a clean track record with regulators.

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