AdvisorOS Directory
Claim Profile
GB

Gregory Michael Bakke

EXPAND FINANCIAL, LLC·MANSFIELD, Ohio
Unclaimed Profile
630 LEXINGTON AVENUE, MANSFIELD, OH 44907CRD# 5770043Firm CRD# 152515
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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF TOTAL PLAN ASSETS
Regulatory
SEC/IARD CRD# 5770043
Firm CRD# 152515
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANSFIELD?

Browse all registered financial advisors in MANSFIELD, Ohio or claim this profile if it's yours.

Browse MANSFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MANSFIELD
William David Heichel — PINNACLE WEALTH PLANNING SERVICES, INC.Kathleen E. Heichel — PINNACLE WEALTH PLANNING SERVICES, INC.Jennifer Suzanne Henderson — PINNACLE WEALTH PLANNING SERVICES, INC.David William Heichel — PINNACLE WEALTH PLANNING SERVICES, INC.Keith Allen Heichel — PINNACLE WEALTH PLANNING SERVICES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile