Robert Gregory, financial advisor Haslett MI
93 score

Robert Gregory

CRD Number: 4622740
Current Firm: Capital Asset Advisory Services, LLC

Robert Gregory (CRD# 4622740) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Haslett, MI and has over 7 years of experience in the finance industry.

Similar Advisors
Mae Luchetti, financial advisor Haslett MI
Mae Luchetti
CRD# 4203639
Edward Jones
Score
100
Similar Advisors
Michael Cantor, financial advisor Haslett MI
Michael J. Cantor
CRD# 3187127
Commonwealth Financial Network
Score
98
Similar Advisors
Jeffrey Hollenbeck, financial advisor Haslett MI
Jeffrey J. Hollenbeck
CRD# 5910417
Ryzome Investment Advisors
Score
98
Company Name Location Dates Years
Capital Asset Advisory Services, LLC Haslett, MI Jun 2012 - Current 5
Northbrook Investment Management, LLC Okemos, MI Apr 2002 - Current 15
Celtic Bank Corporation Salt Lake City, UT Mar 2001 - Current 16
Celtic Investment, Inc. Salt Lake City, IL May 1998 - Current 19
Somerset Financial, LLC Okemos, MI Aug 1995 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Robert J. Gregory
Phone Number: 517-339-7662
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.