Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mantz is a financial professional with over 10 years of experience in the industry. Gregory is currently registered with OneAmerica Securities, Inc. in Minnesota. Gregory has previously worked at Thrivent Investment Management Inc. and VOYA AMERICA EQUITIES, INC.. Gregory has earned the Certified Financial Planner and Chartered Financial Consultant designations. Gregory has a strong track record of providing financial advice to individuals, corporations, and high-net-worth clients.
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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2
MN
10/04/2019 - Present
Oneamerica Securities, Inc. (Circle Pines MN)
MN
03/11/2016 - 08/07/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/21/2009 - 02/29/2016
VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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