Gregory Michael Buwick
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Buwick
Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
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.
Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Years of Experience
33 years in the financial services industry
Current & Past Employments
Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Current Firm
BUWICK GROUP WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3100 S. Berry Rd. Suite 200b, Norman, OK 73072Phone Number
(405) 329-6000# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
146AUM (Assets Under Management)
$24,707,769Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
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
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
State Registrations and Notice Filings
(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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1993About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1998About the Series 26 examSimilar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Michael Buwick's CRS (Customer Relationship Summary).
Similar Advisors
ROCKSIDE INVESTMENTS LLC
GINSBERG FINANCIAL STRATEGIES
PORTUS WEALTH ADVISORS, LLC
AIMCDONNAUGH & CO. INC.


