Gregory Hatzinger (CRD# 7221431) is an Investment Advisor Representative working at Edward Jones in Jefferson, WI and has over 3 years of experience in the finance industry.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5318395
Thrivent Investment Management Inc.
CRD# 2152775
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Feb 2020 - Current | 4 |
| Warhawk Fitness And Aquatics | Whitewater, WI | May 2018 - Jan 2020 | 1 |
| Walton Rentals | Whitewater, WI | May 2019 - Nov 2019 | < 1 |
| Westphal | Madison, WI | May 2018 - Sep 2018 | < 1 |
| School | Whitewater, WI | Sep 2017 - May 2018 | < 1 |
| Westphal | Madiso, WI | May 2017 - Sep 2017 | < 1 |
| School | Whitewater, WI | Sep 2016 - May 2017 | < 1 |
| Westphal | Madison, WI | Jun 2016 - Sep 2016 | < 1 |
| School | Marshall, WI | Feb 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MO
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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