Gregory Bakke (CRD# 5770043) is an Investment Advisor Representative working at Expand Financial, LLC in Littleton, CO and has over 13 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Nov 2021 - Current | 2 |
| Expand Financial, Llc F/k/a Boa, LLC | Mansfield, OH | May 2021 - Current | 2 |
| July Holdings, LLC | Waco, TX | Jan 2021 - Current | 3 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh, PA | Jan 2013 - Current | 11 |
| Expand Revenue Management LLC | Littleton, CO | Dec 2012 - Current | 11 |
| Fiduciary Insight LLC | Greenwood Village, CO | Aug 2012 - Current | 11 |
| Expand Financial Systems LLC | Littleton, CO | Mar 2011 - Current | 13 |
| Expand Financial, Llc F/k/a Expand, LLC | Littleton, CO | Nov 2008 - Current | 15 |
| Mid Atlantic Capital Corporation | Sacramento, CA | Jan 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- OH
- TX
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Total Assets Under Management1,400MILLIONS
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Total Number of Accounts1,521ACCOUNTS
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Average Account Value$920,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY
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