Gregory M. Buwick

BUWICK GROUP WEALTH MANAGEMENT

NORMAN, OK 73072

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CRD#: 2328894

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Buwick

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Michael Buwick'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®

None

Experience

Current

May 2, 2019 - Present

BUWICK GROUP WEALTH MANAGEMENT, LLC

Office #1: 3100 S. Berry Rd. Suite 200b, Norman, OK 73072

RIA

CRD#: 301978

NORMAN, OK

Past

April 23, 2019 - May 2, 2019

BUWICK GROUP WEALTH MANAGEMENT, LLC

RIA

CRD#: 301978

NORMAN, OK

Past

September 30, 2014 - January 2, 2025

LEIGH BALDWIN & CO., LLC

CRD#: 38751

Norman, OK

Past

August 22, 2014 - May 2, 2019

INVESTMENT COUNSELING SERVICES, INC.

RIA

CRD#: 153049

Norman, OK

Past

June 20, 2008 - September 11, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

NORMAN, OK

Past

June 18, 2008 - September 11, 2014

LPL FINANCIAL LLC

CRD#: 6413

NORMAN, OK

Past

June 9, 2003 - August 8, 2008

INVESTMENT ADVISOR SOLUTIONS, L.L.C.

RIA

CRD#: 126549

NORMAN, OK

Past

January 6, 2003 - June 12, 2008

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

NORMAN, OK

Past

January 2, 2003 - June 12, 2008

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

NORMAN, OK

Past

February 26, 2002 - September 13, 2006

RUSHMORE INVESTMENT ADVISORS INC

RIA

CRD#: 110292

NORMAN, OK

Past

December 8, 1999 - February 27, 2003

PHILLIPS CAPITAL ADVISORS, INC.

RIA

CRD#: 115758

OKLAHOMA CITY, OK

Past

March 4, 1999 - December 31, 2002

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

February 10, 1999 - March 4, 1999

WFG INVESTMENTS, INC.

CRD#: 22704

Past

July 16, 1996 - February 18, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

September 24, 1993 - July 19, 1996

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

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

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

State Security Law Exam

IAR

Series 65

Date: 11/15/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/25/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/23/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/6/1998

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BUWICK GROUP WEALTH MANAGEMENT, LLC

CRD#: 301978 / SEC#:

Oklahoma

Registered Investment Advisory firm - (4/23/2019 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(405) 329-6000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 25,054,633

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gregory M. Buwick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BUWICK GROUP WEALTH MANAGEMENT, LLC

LEIGH BALDWIN & CO., LLC

INVESTMENT COUNSELING SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESTMENT ADVISOR SOLUTIONS, L.L.C.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

RUSHMORE INVESTMENT ADVISORS INC

PHILLIPS CAPITAL ADVISORS, INC.

WFG INVESTMENTS, INC.

WFG INVESTMENTS, INC.

WMA SECURITIES, INC.

THE ADVISORS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/1993

Series 63

Date: 8/2/1993

SIE

Date: 10/1/2018

Series 7

Date: 6/25/1999

Series 6

Date: 9/23/1993

Series 26

Date: 5/6/1998

Current Firm

BUWICK GROUP WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUWICK GROUP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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