Gregory AlftCRD Number: 6158251
Current Firm: Waddell & Reed
Gregory Alft (CRD# 6158251) is an Investment Advisor Representative working at Waddell & Reed in Waukesha, WI and has over 4 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Waukesha Tennis Association||Waukesha, WI||Oct 2015 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Wauwatosa, WI||Aug 2013 - Current||4|
|Waddell & Reed, Inc.||Waukesha, WI||Jan 2013 - Current||4|
|Western Racquet Club||Elm Grove, WI||Oct 2008 - Current||8|
|School District Of Waukesha||Waukesha, WI||May 2005 - Aug 2013||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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