Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Rolfes is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wealth Enhancement Advisory Services, LLC and is also associated with LPL Financial. Gregory has a broad range of experience in providing financial advice and services, including financial planning, pension consulting, and portfolio management for individuals and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
05/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MO
11/03/2023 - 05/06/2024
OSAIC WEALTH, INC. (ST LOUIS MO)
MO
11/06/2001 - 11/03/2023
FSC SECURITIES CORPORATION (ST LOUIS MO)
TX
08/14/1999 - 11/07/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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