Gregory Piehl, financial advisor Waverly IA

Gregory Piehl

CRD Number: 1956265
Current Firm: Cambridge Investment Research Advisors, Inc.

Gregory Piehl (CRD# 1956265) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waverly, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Waverly, IA Oct 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2018 - Current 5
Broker Dealer Financial Services Corp West Des Moines, IA Aug 2016 - Current 7
Edward Jones St Louis, MO Jun 2009 - Aug 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Jun 2009
Disclosure Information

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
Contact Info for Gregory W. Piehl
Phone Number: 641-472-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, VI, VT, WA, WI, WV, WY

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