Gregory OpsalCRD Number: 6288331
Current Firm: Waddell & Reed
Gregory Opsal (CRD# 6288331) is an Investment Advisor Representative working at Waddell & Reed in West Des Moines, IA and has over 2 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Lpl Financial LLC
Questar Asset Management, Inc.
|Waddell & Reed Inc.||W Des Moines, IA||Jan 2014 - Current||2|
|Various Insurance Carriers For W & R Insurance Agencies||Clive, IA||Jan 2014 - Current||2|
|Wells Fargo||West Des Moines, IA||Dec 2011 - Apr 2014||2|
|Wells Fargo||West Des Moines, IA||Apr 2010 - Dec 2011||1|
|Wells Fargo||West Des Moines, IA||Sep 2006 - Apr 2010||3|
|Wells Fargo||West Des Moines, IA||Nov 2004 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
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
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