Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mortenson is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Onedigital Investment Advisors in Overland Park, KS. Gregory has held previous positions with TRIAD ADVISORS LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and NEW ENGLAND SECURITIES.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
12/17/2019 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MN
01/02/2020 - 08/23/2024
TRIAD ADVISORS LLC (Minnetonka MN)
MN
06/01/2010 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Edina MN)
MN
05/09/2001 - 06/02/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (EDINA MN)
NY
10/05/1992 - 05/23/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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