Gregory WenzlerCRD 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 32 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|First Allied Securities, Inc.||Wauwatosa, WI||May 2008 - Current||9|
|First Allied Advisory Services, Inc.||Wauwatosa, WI||May 2008 - Current||9|
|Ffp Securities, Inc.||Wauwatosa, WI||Jun 1993 - Current||24|
|Prime Mortgage||Wauwatosa, WI||Jul 1992 - Current||25|
|Prime Financial Services, Inc.||Wauwatosa, WI||May 1990 - Current||27|
|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|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, 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