Scott GregoryCRD Number: 5301457
Current Firm: Invest Financial Corporation
Scott Gregory (CRD# 5301457) is an Investment Advisor Representative working at Invest Financial Corporation in Janesville, WI and has over 9 years of experience in the finance industry.
Bmo Asset Management Corp.
Ameriprise Financial Services, Inc.
|Invest Financial Corporation||Tampa, FL||Mar 2013 - Current||3|
|Wells Fargo Advisors||Janesville, WI||Oct 2011 - Mar 2013||1|
|Waukesha State Bank||Waukesha, WI||Oct 2007 - Oct 2011||4|
|Primevest Financial||St. Cloud, MN||Oct 2007 - Oct 2011||4|
|Thrivent Investment Management Inc.||Pewaukee, WI||Mar 2007 - Oct 2007||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2007 - Oct 2007||< 1|
|United Parcel Service||Janesville, WI||Jun 1983 - Dec 2006||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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