Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gavran is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Wellth Advisory Services, LLC in Wisconsin and Illinois. Previously, Gregory was registered with KESTRA INVESTMENT SERVICES, LLC, WOODBURY FINANCIAL SERVICES, INC., PACKERLAND BROKERAGE SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and ROBERT W. BAIRD & CO. INCORPORATED. Gregory specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses.
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
06/28/2024 - Present
Wellth Advisory Services, LLC (Brookfield WI)
WI
03/04/2015 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Brookfield WI)
WI
06/03/2011 - 03/11/2015
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
05/28/2003 - 06/02/2011
PACKERLAND BROKERAGE SERVICES, INC. (WAUKESHA WI)
IA
11/21/2002 - 06/04/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
08/12/1999 - 10/03/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/08/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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