Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Alan Schroeder is a financial advisor with over 28 years of experience in the industry. Greg currently works for Osaic Wealth, Inc. in the Watertown, WI branch office. Greg is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Greg has experience in both the brokerage and investment advisory industries. Greg is dedicated to helping clients achieve their financial goals and providing them with comprehensive financial planning services. Greg serves a variety of clients including individuals, businesses, and retirement plans. Greg is also an instructor at Madison Area Technical College in Watertown, WI.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (WATERTOWN WI)
WI
11/01/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WATERTOWN WI)
WI
12/06/2013 - 11/02/2017
SII INVESTMENTS, INC. (WATERTOWN WI)
WI
10/04/2013 - 11/27/2013
LPL FINANCIAL LLC (WATERTOWN WI)
WI
08/01/2012 - 11/04/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (WATERTOWN WI)
WI
07/24/1996 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WATERTOWN WI)
NJ
04/27/1994 - 01/11/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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