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Gregory Michael Bakke

EXPAND FINANCIAL, LLC·MANSFIELD, Ohio
Clean recordEXPAND 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Michael Bakke is a registered financial advisor based in MANSFIELD, Ohio, affiliated with EXPAND FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EXPAND FINANCIAL, LLC
EXPAND FINANCIAL, LLC
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EXPAND FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF TOTAL PLAN ASSETS
Regulatory
SEC/IARD CRD# 5770043
Firm CRD# 152515
View on FINRA BrokerCheck →

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05

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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Other Advisors at EXPAND FINANCIAL, LLC

Sheri Annis Baker
MANSFIELD, OH

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