Gregory Zandlo (CRD# 1531541) is an Investment Advisor Representative working at North East Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry. Gregory Zandlo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North East Asset Management Group | Minneapolis, MN | Jun 1987 - Current | 36 |
- MN
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$467,213
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
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