Gregory Jay Molle
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Molle
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
STRONG CASTLE WEALTH | STRONG TOWER WEALTH MANAGEMENT | STRONG TOWER WEALTH | STRONG TOWER ADVISORY SERVICES LLC | STRONG TOWER ADVISORY SERVICES
Contact Information
Main Address
333 South 7th Street Suite 2100, Minneapolis, MN 55402Phone Number
(612) 436-3750# of Employees
9SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
314AUM (Assets Under Management)
$759,217,127Similar Advisors
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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.
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Primary Firm SEC Registration
STRONG CASTLE WEALTH | STRONG TOWER WEALTH MANAGEMENT | STRONG TOWER WEALTH | STRONG TOWER ADVISORY SERVICES LLC | STRONG TOWER ADVISORY SERVICES
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Jay Molle's CRS (Customer Relationship Summary).
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