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Greg L Geiger

FINANCIAL FIDUCIARIES, LLC·WAUSAU, Wisconsin
Unclaimed Profile
501 N THIRD STREET, WAUSAU, WI 54403CRD# 5826687Firm CRD# 153645
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY FIRST ADVISORS, LLC
FIDUCIARY FIRST ADVISORS, LLC
AUM
$148M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5826687
Firm CRD# 153645
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Patrick Lee Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Jeanne Ann Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Thomas John Murphy — MIDWEST PROFESSIONAL PLANNERS, LTD.Dang Jeremiah Tu Nguyen — MIDWEST PROFESSIONAL PLANNERS, LTD.Steven Gerard Hessel — MIDWEST PROFESSIONAL PLANNERS, LTD.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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