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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Henning is an investment advisor representative at LPL Financial LLC. Gregory has been in the financial services industry since 1998. Gregory holds Series 7 and Series 66 securities licenses as well as the SIE. Gregory specializes in providing investment advice to individuals, corporations, and pension plans. Gregory works with clients in Arizona, California, Florida, Minnesota, Texas, Virginia, and Wisconsin. Gregory has been with LPL Financial LLC since 2011. Gregory is a financial advisor at Old National Bank in Sun Prairie, WI and is licensed to sell insurance products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/11/2011 - Present
LPL Financial LLC (SUN PRAIRIE WI)
WI
07/25/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PLOVER WI)
WI
10/15/2003 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (STEVENS POINT WI)
TX
03/27/2001 - 10/16/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MN
10/21/1998 - 03/27/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/1998 - 03/27/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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