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Greg Lee Koleno

ZUNA, LLC·PORTLAND, Oregon
SIE, Series 6, Series 63Clean recordZUNA, LLC
3903 S KELLY AVE, PORTLAND, OR 97239CRD# 5629423Firm CRD# 306113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Greg Lee Koleno · PORTLAND, OR
Registration
CRD #5629423 · ZUNA, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZUNA, LLC
CRD 306113 · SEC 801-117623
AUM
$290M
Regulatory assets under management
Employees
6
56 client accounts
Services offered by ZUNA, LLC
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
View all advisors at ZUNA, LLC →
Introduction

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04

Frequently Asked Questions

What services does Greg Lee Koleno offer?
Greg Lee Koleno specializes in Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Greg Lee Koleno's credentials?
Greg Lee Koleno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Greg Lee Koleno located?
Greg Lee Koleno is based in PORTLAND, Oregon, working with ZUNA, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Greg Lee Koleno charge for services?
Greg Lee Koleno's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZUNA, LLC?
ZUNA, LLC has approximately 6 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZUNA, LLC

Katrina Ann Bell
PORTLAND, OR
Bonnie M Treichel
PORTLAND, OR
Brian Gregory Miller
PORTLAND, OR
Carrie Anne Hepburn
PORTLAND, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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