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Gregory John Kruse

Equitable Distributors, LLC

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About Gregory John Kruse

Gregory John Kruse is a financial advisor with over 17 years of experience in the financial services industry. Gregory is currently registered with Equitable Distributors, LLC and is based in Charlotte, NC. Previously, Gregory has held positions with other firms including Farmers Financial Solutions, LLC, Charles Schwab & Co., Inc., Invesco Distributors, Inc., and Van Kampen Funds Inc. Gregory holds several licenses including Series 6, 7, 26, 63 and 66.

Firm Information

Gregory Kruse is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

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.

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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Gregory Kruse’s Registration & Firm History

NC

12/01/2016 - Present

Equitable Distributors, LLC (Charlotte NC)

IL

04/23/2012 - 12/02/2016

FARMERS FINANCIAL SOLUTIONS, LLC (SCHAUMBERG IL)

IL

04/28/2011 - 02/16/2012

CHARLES SCHWAB & CO., INC. (CHICAGO IL)

TX

06/01/2010 - 04/04/2011

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

IL

01/06/2005 - 06/01/2010

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 06/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/05/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory John Kruse.
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