Cory Gresham (CRD# 4953923) is an Investment Advisor Representative working at Lpl Financial LLC in Stratford, WI and has over 18 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 4220147
Lpl Financial LLC
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Stratford, WI | Aug 2023 - Current | < 1 |
| Woodbury Financial Services Inc. | Stratford, WI | Jun 2021 - Jul 2023 | 2 |
| Lpl Financial LLC | Marshfield, WI | Nov 2020 - Jun 2021 | < 1 |
| First State Bank | Marshfield, WI | Jul 2020 - Jun 2021 | < 1 |
| Jpmorgan Chase Bank, N.a. | Stevens Point, WI | Jan 2020 - Jul 2020 | < 1 |
| J.p. Morgan Securities LLC | Stevens Point, WI | Jan 2020 - Jul 2020 | < 1 |
| Gogebic Range Bank | Ironwood, MI | Jul 2019 - Dec 2019 | < 1 |
| State Farm | Ironwood, MI | Jun 2019 - Jul 2019 | < 1 |
| The Huntington Investment Company | Ironwood, MI | Feb 2017 - Jun 2019 | 2 |
| Huntington National Bank | Ironwood, MI | Aug 2015 - Jun 2019 | 3 |
| Lpl Financial LLC | Ironwood, MI | Sep 2016 - Feb 2017 | < 1 |
| Firstmerit Bank, N.a. | Ironwood, MI | Aug 2015 - Aug 2016 | 1 |
| Gresham Insurance Agency, Inc. | Hurley, WI | Apr 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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