Gregory FrelkaCRD Number: 1983710
Current Firm: Charles Schwab & Company, Inc.
Gregory Frelka (CRD# 1983710) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Charles Schwab Bank||Milwaukee, WI||Feb 2005 - Current||12|
|Charles Schwab & Company, Inc.||Milwaukee, WI||Mar 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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