Unclaimed Profile

Greg L Geiger

FINANCIAL FIDUCIARIES, LLC·WAUSAU, Wisconsin

FINANCIAL FIDUCIARIES, LLC

501 N THIRD STREET, WAUSAU, WI 54403CRD# 5826687Firm CRD# 153645

Profile Verification

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

Identity

Greg L Geiger · WAUSAU, WI

Registration

CRD #5826687 · FINANCIAL FIDUCIARIES, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Greg L Geiger is a registered financial advisor based in WAUSAU, Wisconsin, affiliated with FINANCIAL FIDUCIARIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIDUCIARY FIRST ADVISORS, LLC

AUM

$148M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDUCIARY FIRST ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5826687

Firm CRD# 153645

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Greg L Geiger offer?

Greg L Geiger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUSAU, Wisconsin for a consultation.

What are Greg L Geiger's credentials?

Greg L Geiger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Greg L Geiger located?

Greg L Geiger is based in WAUSAU, Wisconsin, working with FINANCIAL FIDUCIARIES, LLC. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.

How does Greg L Geiger charge for services?

Greg L Geiger'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 FINANCIAL FIDUCIARIES, LLC?

FINANCIAL FIDUCIARIES, LLC has approximately 3 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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