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Gregory Michael Buwick

BUWICK GROUP WEALTH MANAGEMENT
NORMAN, OK
·CRD# 2328894·33 years experience

Professional Summary

Gregory Michael Buwick, who also goes by Greg Buwick, is a registered financial advisor currently at BUWICK GROUP WEALTH MANAGEMENT, LLC located in Norman, Oklahoma. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gregory has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Greg Buwick

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

BUWICK GROUP WEALTH MANAGEMENT, LLC·CRD# 301978
RIA
3100 S. Berry Rd. Suite 200b, Norman, OK 73072
May 2, 2019 - Present
BUWICK GROUP WEALTH MANAGEMENT, LLC·CRD# 301978
RIA
Norman, OK
April 23, 2019 - May 2, 2019
LEIGH BALDWIN & CO., LLC·CRD# 38751
BD
Norman, OK
September 30, 2014 - January 2, 2025
INVESTMENT COUNSELING SERVICES, INC.·CRD# 153049
RIA
Norman, OK
August 22, 2014 - May 2, 2019
LPL FINANCIAL LLC·CRD# 6413
RIA
Norman, OK
June 20, 2008 - September 11, 2014
LPL FINANCIAL LLC·CRD# 6413
BD
Norman, OK
June 18, 2008 - September 11, 2014
INVESTMENT ADVISOR SOLUTIONS, L.L.C.·CRD# 126549
RIA
Norman, OK
June 9, 2003 - August 8, 2008
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
RIA
Norman, OK
January 6, 2003 - June 12, 2008
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
BD
Norman, OK
January 2, 2003 - June 12, 2008
RUSHMORE INVESTMENT ADVISORS INC·CRD# 110292
RIA
Norman, OK
February 26, 2002 - September 13, 2006
PHILLIPS CAPITAL ADVISORS, INC.·CRD# 115758
RIA
Oklahoma City, OK
December 8, 1999 - February 27, 2003
WFG INVESTMENTS, INC.·CRD# 22704
BD
Dallas, TX
March 4, 1999 - December 31, 2002
WFG INVESTMENTS, INC.·CRD# 22704
BD
February 10, 1999 - March 4, 1999
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
July 16, 1996 - February 18, 1999
THE ADVISORS GROUP, INC.·CRD# 14035
BD
Bethesda, MD
September 24, 1993 - July 19, 1996

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Current Firm

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BUWICK GROUP WEALTH MANAGEMENT, LLC

BUWICK GROUP WEALTH MANAGEMENT, LLC

CRD#: 301978
Oklahoma
Registered Investment Advisory firm - Oklahoma (4/23/2019 Approved)

Contact Information

Main Address

3100 S. Berry Rd. Suite 200b, Norman, OK 73072

Phone Number

(405) 329-6000

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

146

AUM (Assets Under Management)

$24,707,769

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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.

(1) 3/8/2010 - REAL ESTATE RENTAL - PB&J, LLC, LLC- REAL ESTATE RENTAL - TIME SPENT 1%. Non-investment related
(2) 4/10/2019 - Investment Advisory- Buwick Group Wealth Managment LLC, Managing Member/Chief Compliance Officer, 3000 S. Berry Rd, Norman, OK 73030Time spent appx 95%.Investment related
(3) 6/29/2012 - NON-VARIABLE INSURANCE - BUWICK BENEFITS & INSURANCE GROUP - INDIVIDUAL AND GROUP LIFE AND HEALTH INSURANCE, Norman, OK INDIVIDUAL AND BUSINESS PROPERTY AND CASUALTY INSURANCE. - TIME SPENT 95% - Compensation iis commissions
(4) 01/29/2014 - BUWICK GROUP - Norman, OK - FOR ACCOUNTING PURPOSES ONLY - ACCOUNTING ENTITY FOR COMMISSIONS earned. - TIME SPENT 90% -Non-investment related
(5) 4/8/2021- Meant To Brach, LLC- Rental Property- 100% owner, non investment relates, 1 hr/month during non trading hours.

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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.
IAR
Oklahoma
(5/2/2019)

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 65 — Uniform Investment Adviser Law Examination

Passed Nov 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1993About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed May 1998About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gregory Michael Buwick's CRS (Customer Relationship Summary).

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