Gregory Wenzler, financial advisor Wauwatosa WI
93 score

Gregory Wenzler

CRD Number: 1445726
Current Firm: First Allied Advisory Services, Inc.

Gregory Wenzler (CRD# 1445726) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Wauwatosa, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securities, Inc. Wauwatosa, WI May 2008 - Current 8
First Allied Advisory Services, Inc. Wauwatosa, WI May 2008 - Current 8
Ffp Securities, Inc. Wauwatosa, WI Jun 1993 - Current 23
Prime Mortgage Wauwatosa, WI Jul 1992 - Current 24
Prime Financial Services, Inc. Wauwatosa, WI May 1990 - Current 26
First Advisors, Inc. Wauwatosa, WI Jan 2007 - May 2008 1
Ffp Advisory Services, Inc. Wauwatosa, WI Jul 1993 - Jan 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Gregory P. Wenzler
Phone Number: 866-378-1376
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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