Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Franklin Gregory is an investment advisor representative with AE Wealth Management, LLC. Todd has been in the financial services industry since 1995. Todd is registered with the state of Missouri. Todd has a Series 63, 65, 62, 22 and SIE licenses. Previous firms include D.H. Hill Securities, LLLP, Midamerica Financial Services, Inc. and Kalos Capital, Inc. Todd has a strong background in financial planning, portfolio management, and insurance sales. Todd is a licensed insurance agent and owns The Gregory Group, LLC dba Gregory Financial.
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.
A percentage of the total value of assets under management is charged.
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2
MO
09/09/2019 - Present
AE Wealth Management, LLC (Springfield MO)
MO
07/23/2014 - 12/31/2016
D.H. HILL SECURITIES, LLLP (Springfield MO)
MO
10/26/2011 - 07/23/2014
MIDAMERICA FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
GA
01/20/2010 - 10/27/2011
KALOS CAPITAL, INC. (ALPHARETTA GA)
NE
04/18/1995 - 04/16/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BC
Issued 02/09/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/12/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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