Gregory Bremer (CRD# 4695268) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 20 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resources Investment Advisors, LLC | Overland Park, KS | Feb 2021 - Current | 3 |
| Triad Advisors | Norcross, GA | Feb 2021 - Current | 3 |
| Area Financial Services | Altoona, WI | May 2014 - Current | 9 |
| Principal Life Insurance Company | Altoona, WI | May 2014 - Feb 2021 | 6 |
| Princor Financial Services Corporation | Altoona, WI | May 2014 - Feb 2021 | 6 |
| Ameritas Investment Corp | Lincoln, NE | Dec 2011 - May 2014 | 2 |
| Area Financial Services | Altoona, WI | Jun 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- WI
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY
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