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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Raymond Blunk is a financial advisor registered with Osaic Wealth, Inc.. Greg Blunk has been in the industry since August 17, 2000. Greg Blunk is also registered with FINRA and has a total of 9 approved state registrations. Greg Blunk specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The Osaic Wealth, Inc. office that Greg Blunk works out of is located at 11711 N. MERIDIAN STREET, SUITE 110, CARMEL, IN 46032. Osaic Wealth, Inc. manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
IN
12/22/2021 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CARMEL IN)
IN
08/01/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
IN
11/17/1999 - 10/29/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 12/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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