Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bremer is a financial advisor in Overland Park, KS. Gregory has been in the industry since 2003. Gregory is registered with Onedigital Investment Advisors and has been with them since 2021. Prior to that, Gregory worked at Triad Advisors, Principal Securities, Inc., Ameritas Investment Corp., LPL Financial LLC, and FSC Securities Corporation. Gregory has a Series 6, Series 63, and Series 65 license.
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
02/08/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
WI
02/08/2021 - 08/23/2024
TRIAD ADVISORS LLC (Eau Claire WI)
WI
05/16/2014 - 02/11/2021
PRINCIPAL SECURITIES, INC. (Altoona WI)
WI
01/03/2012 - 06/03/2014
AMERITAS INVESTMENT CORP. (ALTOONA WI)
WI
10/20/2006 - 01/09/2012
LPL FINANCIAL LLC (EAU CLAIRE WI)
WI
12/16/2004 - 11/02/2006
FSC SECURITIES CORPORATION (EAU CLAIRE WI)
MA
08/08/2003 - 12/17/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Bremer is the right advisor for you? Invested Better is here to help.
