Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Imhoff is a financial advisor with over 20 years of experience in the financial services industry. Greg is currently registered with LPL Financial LLC, and has previously been associated with several other firms including Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. Greg is a Series 7, 6, 63, and 65 licensed professional. Greg specializes in financial planning, portfolio management, and investment advisory services. Greg provides services to a range of clients, including individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
04/20/2024 - Present
LPL Financial LLC (CRYSTAL LAKE IL)
IL
01/25/2018 - 12/31/2018
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
02/02/2000 - 01/04/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELGIN IL)
WI
02/02/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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