Brandon Gregg, financial advisor Fishers IN

Brandon Gregg

CRD Number: 6388715
Current Firm: Bbk Wealth LLC

Brandon Gregg (CRD# 6388715) is an Investment Advisor Representative working at Bbk Wealth LLC in Fishers, IN and has over 9 years of experience in the finance industry. Brandon Gregg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas Hardin, financial advisor Fishers IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Leeann Cannon, financial advisor Fishers IN
Leeann R. Cannon
CRD# 5915026
Edward Jones
Similar Advisors
Scott A'hearn, financial advisor Fishers IN
Scott A'hearn
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Bbk Wealth LLC Lafayette, IN Nov 2021 - Current 2
Fifth Third Securities Lafayette, IN Apr 2015 - Current 8
Unemployed Lafayette, IN Jan 2015 - Apr 2015 < 1
Edward Jones St. Louis, MO Sep 2014 - Jan 2015 < 1
Springleaf Financial Services Frankfort, IN Dec 2011 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Brandon W. Gregg
Phone Number: (317) 499-1696
Firm Website: https://bbkwealth.com/
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $162,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

IN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.