Gregory Casper, CFP®, financial advisor Sheboygan WI

Gregory Casper, CFP®

The Financial Group, Inc.

CRD Number: 5955031
Current Firm: Osaic Wealth, Inc.
Gregory Casper (CRD# 5955031) is an Investment Advisor Representative working at Sii Investments, Inc. in Sheboygan, WI and has over 4 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Sheboygan, WI Jan 2024 - Current < 1
Woodbury Financial Services Inc. Sheboygan, WI Nov 2017 - Jan 2024 6
Sii Investments, Inc. Sheboygan, WI Aug 2014 - Nov 2017 3
Mml Investors Services Madison, WI Nov 2013 - Aug 2014 < 1
Mass Mutual Madison, WI Mar 2013 - Aug 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Gregory S. Casper, CFP®
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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Data verified by both the advisor and the public regulatory data.

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