Gregory MarsoCRD Number: 6435686
Current Firm: Honkamp Krueger Financial Services Inc.
Gregory Marso (CRD# 6435686) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Onalaska, WI and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Jrm & Associates, LLC||Onalaska, WI||Jan 2010 - Current||8|
|Johnson, Jaekel, Riutzel, Inc.||Onalaska, WI||Sep 2008 - Dec 2009||1|
|Virchow Krause||Minneapolis, MN||Jul 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management2,671MILLIONS
Total Number of Accounts8,111ACCOUNTS
Average Account Value$329,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY