Gregory Joseph Weimer
Professional Summary
Gregory Joseph Weimer, who also goes by Greg Weimer, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Naples, Florida. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gregory has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Weimer
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, LLC | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.
Contact Information
Main Address
732 E Mcmurray Rd, Mcmurray, PA 15317Phone Number
(724) 271-8801# of Employees
71SEC notice filing (37 States and Territories)
Registered to provide investment advisory services in 37 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,993AUM (Assets Under Management)
$7,808,637,160Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
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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.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
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Primary Firm SEC Registration
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, LLC | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.
State Registrations and Notice Filings
(2/17/2024)
(7/6/2021)
(10/29/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 1994About the Series 26 examSimilar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Joseph Weimer's CRS (Customer Relationship Summary).
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AUSDAL FINANCIAL PARTNERS, INC.
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