Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ryan Wikelius is a financial advisor registered with The Ameriflex Group. Gregory Ryan Wikelius has been in the industry since 2002 and holds a Series 7, Series 6, Series 63, and Series 65. Gregory Ryan Wikelius provides a variety of financial advisory services to clients, including financial planning, portfolio management, and investment advice. Gregory Ryan Wikelius is also a Certified Financial Planner and a Chartered Financial Consultant. In addition to Gregory Ryan Wikelius’s role with The Ameriflex Group, Gregory Ryan Wikelius also has experience with a number of other firms, including SagePoint Financial, Inc., North Star Consultants, Inc., and SECURIAN FINANCIAL SERVICES, INC..
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.
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.
1
2
CO
04/19/2023 - Present
THE Ameriflex Group (Denver CO)
CO
04/18/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DENVER CO)
CO
07/31/2002 - 04/21/2023
SECURIAN FINANCIAL SERVICES, INC. (DENVER CO)
CO
07/31/2002 - 10/19/2021
CRI SECURITIES, LLC (DENVER CO)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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