Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stalsberg is a financial advisor with Commonwealth Financial Network. Gregory has been in the financial services industry for over 12 years. He previously worked with Lincoln Financial Advisors Corporation, Craig-Hallum Capital Group LLC, Thrivent Investment Management Inc., and Financial Network Investment Corporation. Gregory holds Series 7, 63, 66, SIE, and 87 securities licenses. He is a Chartered Financial Analyst (CFA) charterholder. Gregory’s clients include high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Gregory has a strong commitment to helping clients achieve their financial goals.
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.
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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MN
11/01/2022 - Present
Commonwealth Financial Network (White Bear Lake MN)
MN
11/22/2016 - 11/03/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (WHITE BEAR LAKE MN)
MN
02/28/2006 - 05/05/2008
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
MN
04/16/2003 - 08/24/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
CA
02/05/2002 - 03/25/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 12/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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