Gregory Marso, financial advisor Onalaska WI
89 score

Gregory Marso

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jrm & Associates, LLC Onalaska, WI Jan 2010 - Current 6
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
Contact Info for Gregory S. Marso
Phone Number: 563-582-2855
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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