This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
505 5th St., # 100, Sioux City, IA, 51101
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Gregory owns multiple rental properties, either directly or through various LLCs and LLPs, and acts as a real estate sales/rental properties/property manager. He is also a Vice President and Agent (non-variable insurance) for Legacy Financial, LLC, and an Investment Advisor Representative for RDA Financial Network.