Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen Herr is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Kovitz Investment Group Partners, LLC, in Chicago, Illinois. Gregory is a Chartered Financial Analyst (CFA) and specializes in providing financial planning, investment management, and other financial services. Gregory has a strong background in the financial services industry. Prior to joining Kovitz Investment Group Partners, LLC, Gregory worked at UMB Distribution Services, LLC, in Milwaukee, Wisconsin and Phaeacian Partners, LLC, in El Segundo, California. Gregory is committed to providing his clients with personalized financial advice and investment strategies designed to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/06/2024 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
CA
04/03/2008 - 03/04/2013
FPA FUND DISTRIBUTORS, INC. (LOS ANGELES CA)
WI
10/01/2012 - 10/23/2012
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
NA
12/11/2003 - 01/04/2006
VONTOBEL SECURITIES LTD. (ZURICH )
NY
12/07/2000 - 08/20/2003
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
08/21/1996 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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