Scott Gregory, financial advisor Janesville WI
93 score

Scott Gregory

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Scott J. Gregory
Phone Number: (813) 880-5300
Registered State(s):
  • FL
  • IL
  • IA
  • MN
  • ND
  • WI
  • KY
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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