Gregory Geiger, financial advisor Wausau WI
90 score

Gregory Geiger

CRD Number: 6031589
Current Firm: Financial Fiduciaries, LLC

Gregory Geiger (CRD# 6031589) is an Investment Advisor Representative working at Financial Fiduciaries, LLC in Wausau, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Fiduciaries, LLC Wausau, WI Feb 2012 - Current 4
Unemployed Eau Claire, WI Oct 2011 - Feb 2012 < 1
Bankers Life & Casualty Eau Claire, WI Sep 2011 - Oct 2011 < 1
Unemployed Eau Claire, WI Oct 2010 - Sep 2011 < 1
Glaxo Smith Kline Wau Claire, WI Aug 2008 - Oct 2010 2
Unemployed Eau Claire, WI Apr 2008 - Aug 2008 < 1
Wyeth Pharma Eau Claire, WI Mar 2006 - Apr 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Gregory L. Geiger
Phone Number: 715-848-8110
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    148
    MILLIONS
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $317,204
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MI, MN, NE, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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