Unclaimed Profile

Gregory Allen Moerchen

QBOX FIDUCIARY SOLUTIONS, LLC·FORT WAYNE, Indiana

Series 6, Series 7, Series 63, Series 6523 years registeredQBOX FIDUCIARY SOLUTIONS, LLC

1020 E DUPONT ROAD, FORT WAYNE, IN 46825CRD# 2449896Firm CRD# 167622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Allen Moerchen · FORT WAYNE, IN

Registration

CRD #2449896 · QBOX FIDUCIARY SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

QBOX FIDUCIARY SOLUTIONS, LLC

Apr 2013 – present

REDHAWK WEALTH ADVISORS, INC.

Oct 2015 – Apr 2016

Fort Wayne, IN

BKM WEALTH MANAGEMENT GROUP LLC

Mar 2006 – Sep 2013

FORT WAYNE, IN

GREGORY ZENT & SWANSON, INC.

Jan 2003 – Apr 2006

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 22, 2003

Years registered · 23

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

QBOX FIDUCIARY SOLUTIONS, LLC

CRD 167622 · SEC 801-107788

AUM

$367M

Regulatory assets under management

Employees

362 client accounts

Services offered by QBOX FIDUCIARY SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at QBOX FIDUCIARY SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Allen Moerchen offer?

Gregory Allen Moerchen specializes in Investment Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Gregory Allen Moerchen's credentials?

Gregory Allen Moerchen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Allen Moerchen located?

Gregory Allen Moerchen is based in FORT WAYNE, Indiana, working with QBOX FIDUCIARY SOLUTIONS, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Gregory Allen Moerchen charge for services?

Gregory Allen Moerchen'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 QBOX FIDUCIARY SOLUTIONS, LLC?

QBOX FIDUCIARY SOLUTIONS, LLC has approximately 2 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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