Gregory Fuerst, financial advisor Stevens Point WI

Gregory Fuerst

CRD Number: 1929971
Current Firm: Rbc Capital Markets, LLC

Gregory Fuerst (CRD# 1929971) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stevens Point, WI and has over 35 years of experience in the finance industry.

Similar Advisors
Justin Anderson, financial advisor Stevens Point WI
Justin J. Anderson
CRD# 6862114
Thrivent Investment Management Inc.
Similar Advisors
Kay Anderson, financial advisor Stevens Point WI
Kay A. Anderson
CRD# 2315435
Thrivent Investment Management Inc.
Similar Advisors
Kim Angell, financial advisor Stevens Point WI
Kim R. Angell
CRD# 4290200
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Rbc Capital Markets, LLC Fond Du Lac, WI Apr 2020 - Current 3
City National Bank Milwaukee, WI Apr 2020 - Current 3
Wells Fargo Clearing Services, LLC Fond Du Lac, WI Nov 2016 - Apr 2020 3
Wells Fargo Advisors LLC Fond Du Lac, WI May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Gregory R. Fuerst
Phone Number: 212-858-7000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Gregory Fuerst and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.