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Gregory Jay Molle

Gregory J. Molle

STRONG TOWER ADVISORY SERVICES
Minneapolis, MN 55402
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CRD#: 1316841
Gregory Jay Molle

Professional summary


Gregory Jay Molle, CFP®, who also goes by Greg Molle, is a registered financial advisor currently at STRONG TOWER ADVISORY SERVICES located in Minneapolis, Minnesota and DFPG INVESTMENTS, LLC located in Minneapolis, Minnesota.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Gregory has worked at 15 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Greg Molle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Strong Tower Wealth Management; Investment Related; Minneapolis, MN; Pass through entity; Managing Partner; 09/2014; 45% during business hours; Pass through entity for our securities and insurance practice. 2. Strong Tower Wealth Management; Non-Investment Related; Minneapolis, MN; Insurance; CEO; 09/2014; 5% during business hours; Recommend life insurance and annuities as part of the financial planning process. 3. Strong Tower Advisory Services; Investment Related; Minneapolis, MN; RIA; CEO; 06/2021; 50% during business hours; Operation of independent RIA to manage client assets. Principally involved in operation and management of investment advisory practice. Overseeing compliance and management of client assets. Hiring relevant consultants to assist in the administration and compliance with relevant laws and regulations. 4. First Light Consulting LLC; non-investment related; Minnesota; Limited liability Company to cover business expenses; Manager; Dec 09,2021; 2% during business hours; Created to cover business expenses related to travel/costs to gather industry knowledge and due diligence trips. 5. Good Neighbor LLC; non-investment related; Bar/restaurant; silent partner; Nov 01,2021; 0% during business hours; Upstart business, not yet open for business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory Jay Molle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1988

Experience


Current

June 21, 2021 - Present

STRONG TOWER ADVISORY SERVICES

Office #1: 333 South 7th Street Suite 2100, Minneapolis, MN 55402
RIA
CRD#: 315106
Minneapolis, MN
Current

August 1, 2021 - Present

DFPG INVESTMENTS, LLC

Office #1: 333 South 7th Street Suite 2100, Minneapolis, MN 55402
BD
CRD#: 155576
Minneapolis, MN
Past

September 12, 2014 - October 7, 2020

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
MINNEAPOLIS, MN
Past

September 12, 2014 - August 6, 2021

ADVISORNET WEALTH PARTNERS

RIA
CRD#: 113074
MINNEAPOLIS, MN
Past

September 11, 2014 - August 4, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MINNEAPOLIS, MN
Past

October 6, 2010 - September 15, 2014

MORGAN STANLEY

RIA
CRD#: 149777
MINNEAPOLIS, MN
Past

June 1, 2009 - September 15, 2014

MORGAN STANLEY

BD
CRD#: 149777
MINNEAPOLIS, MN
Past

June 25, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
MINNEAPOLIS, MN
Past

March 15, 2004 - July 7, 2008

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
MINNEAPOLIS, MN
Past

March 15, 2004 - July 7, 2008

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

July 1, 2003 - March 22, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MINNEAPOLIS, MN
Past

July 1, 2003 - March 22, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 18, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
MINNEAPOLIS, MN
Past

May 25, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 21, 1998 - May 30, 2001

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 13, 1993 - January 27, 1998

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

March 1, 1991 - June 9, 1993

CAPITAL MANAGEMENT SECURITIES, INC.

BD
CRD#: 10579
MINNEAPOLIS, MN
Past

March 23, 1990 - March 1, 1991

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

December 23, 1988 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO
Past

June 3, 1985 - December 23, 1988

MORISON SECURITIES, INC.

BD
CRD#: 8097
Past

January 23, 1985 - May 7, 1985

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ST
STRONG TOWER ADVISORY SERVICES
STRONG TOWER ADVISORY SERVICES | STRONG TOWER ADVISORY SERVICES LLC

CRD#: 315106 / SEC#: 801-121575

RIA
Registered Investment Advisory firm - (6/21/2021 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/4/2021)
RR
Arizona
(8/1/2021)
RR
California
(8/1/2021)
RR
Colorado
(8/5/2021)
RR
Connecticut
(8/1/2021)
RR
Florida
(8/1/2021)
RR
Georgia
(8/10/2021)
RR
Idaho
(8/1/2021)
RR
Illinois
(8/11/2021)
RR
Kansas
(8/1/2021)
IAR
Minnesota
(6/21/2021)
RR
Minnesota
(8/4/2021)
RR
Montana
(9/9/2021)
RR
North Carolina
(8/1/2021)
RR
North Dakota
(8/1/2021)
RR
Ohio
(8/1/2021)
RR
South Carolina
(9/15/2021)
IAR
Texas
(6/21/2021)
RR
Texas
(8/1/2021)
RR
Washington
(12/2/2024)
RR
Wisconsin
(8/1/2021)
RR
Wyoming
(8/1/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 3/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/13/2008
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ST
STRONG TOWER ADVISORY SERVICES
STRONG TOWER ADVISORY SERVICES | STRONG TOWER ADVISORY SERVICES LLC

CRD#: 315106 / SEC#: 801-121575

RIA
Registered Investment Advisory firm - (6/21/2021 Approved)
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Contact information


Main Address
333 South 7th Street Suite 2100, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 436-3750
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRONG TOWER ADVISORY SERVICES, LLC - FORM ADV PART 2A BROCHURE (3/3/2025)

Regulatory assets under management


Total Number of Accounts302
AUM (Assets Under Management)$ 654,453,457

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRONG TOWER ADVISORY SERVICES

CRD#: 315106Minneapolis, MN 55402

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