Gregory Henning, financial advisor Stevens Point WI
93 score

Gregory Henning

CRD Number: 3111355
Current Firm: Lpl Financial LLC

Gregory Henning (CRD# 3111355) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Plover, WI Oct 2011 - Current 6
Uvest Financial Services Group, Inc. Charlotte, NC Jul 2007 - Current 10
Anchor Bank Stevens Point, WI Mar 2001 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Gregory S. Henning
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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
  • Other
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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