GW
Gregory K. Womack
WOMACK INVESTMENT ADVISERS,
EDMOND, OK 73013
Some features on this profile are disabled
CRD#: 1858242
GW
Professional summary
Gregory Kent Womack, CFP®, who also goes by Greg Womack, is a registered financial advisor currently at WOMACK INVESTMENT ADVISERS, INC located in Edmond, Oklahoma.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Gregory has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Womack
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). WOMACK ADVISERS, LLC - Investment Related. 1366 E 15th St, Edmond, OK 73013. Insurance products and sales; Managing Member, Independent Insurance Agent. Start date: 02/2003. Holds insurance licenses through this company. Hours: Less than 10 hrs/month during trading and non-trading hours. 2). FOUR LEAF CLOVER INVESTMENTS, LLC - Non-Investment Related. 1366 E 15th St, Edmond, OK 73013. Commercial real estate holdings; Managing Member. Start date: 05/2004. Serves as landlord for leased office spaces in a commercial building he owns. Hours: Approx. 5 hrs/month during non-trading hrs; 1 hr/month during trading hrs. 3). GRENECO HOLDINGS, LLC ("GreneCo Holdings"), GRENECO, LLC ("GreneCo"), and GRENECO MANAGEMENT, LLC ("GCM") - Investment Related. 1366 E 15th St, Edmond, OK 73013. GreneCo is a consulting firm that offers landowners services related to the development and marketing of land investment opportunities, including Reg D, Rule 506(c) investments (offered through non-affiliated registered broker-dealers). Mr. Womack is an affiliate of GreneCo through his partnership in its parent/holding company, GreneCo Holdings; he is also the Manager of GCM, which serves as the manager of GreneCo. Initial start date (GreneCo only): 01/2017; expanded/restructured date: 08/2019. Hours: Approx. 10 hrs/month during trading and non-trading hours. 4). RED BOOK PUBLISHING COMPANY, INC. - Non-Investment Related. 1366 E 15th St, Edmond, OK 73013. Publishes phone books and offers yellow pages advertising for rural communities in Central Oklahoma; Officer and Investor. Start date: 03/2018. Hours: Approx. 5 hrs/month or less during non-trading hours only. 5). OK SUN POWER, LLC - Non-Investment Related. 1366 E 15th St, Edmond, OK 73013. Develops real estate for the purpose of utilizing solar power in Oklahoma; Mr. Womack is an affiliate through his membership in its member, Skyeye, LLC; Start date: 01/2022. Hours: Less than 3 hrs/month during non-trading hours only. 6). GW RANCH & LODGE, LLC; G'DUB, LLC; and SKYEYE, LLC - Non-Investment Related. 1366 E 15th St, Edmond, OK 73013. Holds personal assets and property; Managing Member of each. Start dates: 03/2017, 06/2018/, 07/2017. Hours: These do not require any additional time or commitment. 7). GEMINI NATURAL RESOURCES, LLC - Non-Investment Related. 1366 E 15th St, Edmond, OK 73013. Holds passive mineral interests and oil & gases leases; Managing Member. Start date: 04/2014. Hours: Does not require any additional time or commitment.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Kent Womack's 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: 1993
Experience
Current
April 6, 2000 - Present
WOMACK INVESTMENT ADVISERS, INC
Office #1: 1366 E 15th St, Edmond, OK 73013RIA
CRD#: 118081
EDMOND, OK
Past
January 23, 2013 - November 28, 2017
TRINITY CAPITAL ASSET ADVISORS, LLC
RIA
CRD#: 150828
EDMOND, OK
Past
February 9, 2010 - December 31, 2012
TRINITY CAPITAL ASSET ADVISORS, LLC
RIA
CRD#: 150828
EDMOND, OK
Past
January 3, 2007 - December 31, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
EDMOND, OK
Past
January 24, 1995 - December 31, 2006
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EDMOND, OK
Past
November 7, 1990 - December 31, 2006
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EDMOND, OK
Past
August 3, 1988 - November 13, 1990
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
August 3, 1988 - November 13, 1990
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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.Highlighted states indicate IAR registrations
IAR
California(4/8/2016)
IAR
Illinois(5/7/2012)
IAR
Indiana(5/7/2012)
IAR
Oklahoma(4/6/2000)
IAR
Texas(1/1/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
WI
WOMACK INVESTMENT ADVISERS, INC
WOMACK INVESTMENT ADVISERS, INC
CRD#: 118081 / SEC#: 801-68170
RIA
Registered Investment Advisory firm - (7/2/2012 Terminated)California
Registered Investment Advisory firm - (4/8/2016 Approved)Illinois
Registered Investment Advisory firm - (6/11/2012 Approved)Indiana
Registered Investment Advisory firm - (3/9/2012 Approved)Oklahoma
Registered Investment Advisory firm - (6/29/2012 Approved)Texas
Registered Investment Advisory firm - (6/25/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1366 E 15th St, Edmond, OK 73013
Mailing Address
Phone number
(405) 340-1717
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 418 |
| AUM (Assets Under Management) | $ 76,429,364 |
Red Flags
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