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Gregory Gage Avera

Open Window Financial Solutions, Ltd.

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About Gregory Gage Avera

Gregory Gage Avera is a Certified Financial Planner™ and an Investment Advisor Representative at Open Window Financial Solutions, Ltd. Gregory has been registered with the SEC since August 2022 and works out of their office in Reno, NV. Gregory has over 10 years of experience in the financial industry, and has held roles with a number of firms including Schultz Financial Group, Nevada Money Mentors, and Bangkok Cuisine. Gregory's areas of expertise include Financial Planning, Pension Consulting, and Portfolio Management. Gregory works with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth clients. Gregory's current registrations are with Nevada and Texas, but Gregory has also taken the Uniform Investment Adviser Law Examination (Series 65) to ensure they are qualified to provide financial advice. Gregory is committed to providing their clients with the highest level of service and expertise.

Firm Information

Gregory Avera is currently registered with Open Window Financial Solutions, Ltd.. Open Window Financial Solutions, Ltd. is an investment advisor based in RENO, NV. They advise high-net-worth individuals, pension and profit-sharing plans, and other individuals. Their services include financial planning, portfolio management for individuals, and pension consulting. They manage approximately $245,790,589 in regulatory assets.
Open Window Financial Solutions, Ltd.

4741 CAUGHLIN PARKWAY

RENO, NV 89519

$245.79M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Avera’s Registration & Firm History

NV

08/24/2022 - Present

Open Window Financial Solutions, Ltd. (RENO NV)

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Licenses & Designations

IA

Issued 08/17/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Gage Avera.
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