Gregory Rogers (CRD# 6186583) is an Investment Advisor Representative working at Edward Jones in Hortonville, WI and has over 4 years of experience in the finance industry.
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2013 - Current | 4 |
| Masterson Staffing Solutions | Appleton, WI | Oct 2012 - Apr 2013 | < 1 |
| Hallman Lindsay Paint Co | Oshkosh, WI | Jun 2012 - Oct 2012 | < 1 |
| Sherwin Williams | Manitowoc, WI | Jul 2011 - May 2012 | < 1 |
| Sherwin Williams | Appleton, WI | Jun 2010 - Jul 2011 | 1 |
| Sherwin Williams | Ashland, WI | May 2009 - May 2010 | 1 |
| Sherwin Williams | Marquette, MI | Sep 2008 - May 2009 | < 1 |
| Unemployed | Marquette, MI | Oct 2007 - Sep 2008 | < 1 |
| Riverside Automotive | Marquette, MI | Oct 2005 - Oct 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- WI
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Total Assets Under Management140,424MILLIONS
-
Total Number of Accounts777,048ACCOUNTS
-
Average Account Value$180,715
- A percentage of assets under your management
- Other
- 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)
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