Greg HartenbowerCRD Number: 2017584
Current Firm: Usaa Financial Planning Services
Greg Hartenbower (CRD# 2017584) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 20 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Acm||Concord, NC||Sep 2013 - Current||3|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||May 2008 - Current||8|
|Usaa Financial Planning Services||Phoenix, AZ||May 2008 - Current||8|
|Hartenbower Legal||Scottsdale, AZ||Jun 2006 - May 2008||1|
|Charles Schwab & Company, Inc.||Scottsdale, AZ||Oct 2005 - Jun 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV