Gregory HadelCRD Number: 1357904
Current Firm: Woodbury Financial Services, Inc.
Gregory Hadel (CRD# 1357904) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Overland Park, KS and has over 30 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Fortis Investors, Inc.||Mission, KS||Nov 1992 - Current||25|
|Self Employed-hadel Ins. Agency||Shawnee, KS||Aug 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV