Gregory Addison (CRD# 6114482) is an Investment Advisor Representative working at Professional Asset Management, Inc. in Lenexa, KS and has over 11 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Professional Asset Management, Inc. | Lenexa, KS | Sep 2018 - Current | 5 |
| Lewer Financial Advisors, LLC | Kansas City, MO | Sep 2012 - Dec 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- KS
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$132,500
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
KS, TX
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