Unclaimed Profile

Gregory Michael Bakke

EXPAND FINANCIAL, LLC·MANSFIELD, Ohio

SIE, Series 7, Series 66Clean record15 years registeredEXPAND FINANCIAL, LLC

630 LEXINGTON AVENUE, MANSFIELD, OH 44907CRD# 5770043Firm CRD# 152515

Profile Verification

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

Identity

Gregory Michael Bakke · MANSFIELD, OH

Registration

CRD #5770043 · EXPAND FINANCIAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

EXPAND FINANCIAL, LLC

May 2021 – present

NEWEDGE ADVISORS

Nov 2021 – Jan 2024

LITTLETON, CO

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Jan 2013 – Nov 2021

LITTLETON, CO

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Dec 2012

DENVER, CO

FIRST ALLIED SECURITIES, INC.

Apr 2011 – Jul 2012

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 7, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXPAND FINANCIAL, LLC

CRD 152515 · SEC 801-121644

AUM

$1.4B

Regulatory assets under management

Employees

1,521 client accounts

Services offered by EXPAND FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXPAND FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Michael Bakke offer?

Gregory Michael Bakke specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.

What are Gregory Michael Bakke's credentials?

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

Where is Gregory Michael Bakke located?

Gregory Michael Bakke is based in MANSFIELD, Ohio, working with EXPAND FINANCIAL, LLC. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.

How does Gregory Michael Bakke charge for services?

Gregory Michael Bakke's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of total plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXPAND FINANCIAL, LLC?

EXPAND FINANCIAL, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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