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Gary Jon Wilberg

THE Leaders Group, Inc.

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About Gary Jon Wilberg

Gary Jon Wilberg is a financial advisor who has been in the industry since 2013. He currently works for The Leaders Group, Inc., a firm based in Littleton, Colorado. Gary has a background in investment company products and variable contracts. He is registered to sell securities in Illinois, Missouri, and South Dakota. Gary holds his Series 6, Series 63, and SIE licenses.

Firm Information

Gary Wilberg is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gary Wilberg’s Registration & Firm History

CO

03/16/2021 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TX

02/13/2018 - 02/22/2021

LION STREET FINANCIAL, LLC (AUSTIN TX)

IL

07/14/2008 - 04/17/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)

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Licenses & Designations

BC

Issued 11/02/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Jon Wilberg.
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