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Gregory Martin Wodark

NAME PLACEHOLDER, LLC·COTO DE CAZA, California
SIE, Series 3, Series 7, Series 8, Series 31, Series 63, Series 6524 years registeredNAME PLACEHOLDER, LLC
30 VIA ANDORRA, COTO DE CAZA, CA 92679CRD# 1465959Firm CRD# 311316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Martin Wodark · COTO DE CAZA, CA
Registration
CRD #1465959 · NAME PLACEHOLDER, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NAME PLACEHOLDER, LLC
AN IDEAL LIFE FINANCIAL PLANNING, LLC
Nov 2020 – Dec 2021
COTO DE CAZA, CA
WELLS FARGO CLEARING SERVICES, LLC
Apr 2013 – Sep 2020
IRVINE, CA
RBC CAPITAL MARKETS, LLC
May 2002 – Apr 2013
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 8
Series 31
Series 63
Series 65
Registration record
First registered · May 28, 2002
Years registered · 24
03

Disclosure History

2011Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
AN IDEAL LIFE FINANCIAL PLANNING, LLC
CRD 311316 · SEC 801-119791
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by AN IDEAL LIFE FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AN IDEAL LIFE FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Gregory Martin Wodark offer?
Gregory Martin Wodark specializes in Financial Planning, Investment Management.
What are Gregory Martin Wodark's credentials?
Gregory Martin Wodark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Martin Wodark located?
Gregory Martin Wodark is based in COTO DE CAZA, California, last registered with NAME PLACEHOLDER, LLC.
How does Gregory Martin Wodark charge for services?
Gregory Martin Wodark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAME PLACEHOLDER, LLC?
NAME PLACEHOLDER, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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