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Gregory A. Moerchen

QBOX FIDUCIARY SOLUTIONS
Fort Wayne, IN 46825
Some features on this profile are disabled
CRD#: 2449896
GM

Professional summary

Gregory Allen Moerchen, AIF®, who also goes by Greg Moerchen, Gregory A Moerchen, Gregory Moerchen, is a registered financial advisor currently at QBOX FIDUCIARY SOLUTIONS, LLC located in Fort Wayne, Indiana.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gregory has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Moerchen | Gregory A Moerchen | Gregory Moerchen

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.
Fiduciary Solutions, LLC 3601 Hobson Road, Suite 202, Fort Wayne, IN 46815, receives insurance commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Moerchen's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 29, 2013 - Present

QBOX FIDUCIARY SOLUTIONS, LLC

Office #1: 1020 E Dupont Road, Fort Wayne, IN 46825
RIA
CRD#: 167622
Fort Wayne, IN
Past

October 9, 2015 - April 25, 2016

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
Fort Wayne, IN
Past

March 27, 2006 - September 28, 2013

BKM WEALTH MANAGEMENT GROUP LLC

RIA
CRD#: 140030
FORT WAYNE, IN
Past

January 22, 2003 - April 7, 2006

GREGORY, ZENT & SWANSON INC.

RIA
CRD#: 22590
FORT WAYNE, IN
Past

January 18, 1995 - April 7, 2006

GREGORY, ZENT & SWANSON INC.

BD
CRD#: 22590
FORT WAYNE, IN
Past

February 8, 1994 - January 11, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 8, 1994 - January 11, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QF
QBOX FIDUCIARY SOLUTIONS, LLC
BKM WEALTH MANAGEMENT GROUP | QBOX FIDUCIARY SOLUTIONS, LLC

CRD#: 167622 / SEC#: 801-107788

RIA
Registered Investment Advisory firm - (5/19/2016 Approved)
California
Registered Investment Advisory firm - (6/22/2016 Terminated)
Indiana
Registered Investment Advisory firm - (5/23/2016 Terminated)
Iowa
Registered Investment Advisory firm - (4/23/2013 Terminated)
Utah
Registered Investment Advisory firm - (5/23/2016 Terminated)

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
(7/30/2015)
IAR
Indiana
(4/29/2013)
IAR
Texas
(6/9/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/15/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/7/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

QF
QBOX FIDUCIARY SOLUTIONS, LLC
BKM WEALTH MANAGEMENT GROUP | QBOX FIDUCIARY SOLUTIONS, LLC

CRD#: 167622 / SEC#: 801-107788

RIA
Registered Investment Advisory firm - (5/19/2016 Approved)
California
Registered Investment Advisory firm - (6/22/2016 Terminated)
Indiana
Registered Investment Advisory firm - (5/23/2016 Terminated)
Iowa
Registered Investment Advisory firm - (4/23/2013 Terminated)
Utah
Registered Investment Advisory firm - (5/23/2016 Terminated)
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Contact information

Main Address
1020 E Dupont Road, Fort Wayne, IN 46825
Mailing Address
Phone number
(260) 328-1889
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (1/3/2025)

Regulatory assets under management

Total Number of Accounts378
AUM (Assets Under Management)$ 434,023,165

Red Flags

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.

Company Information

QBOX FIDUCIARY SOLUTIONS, LLC

CRD#: 167622Fort Wayne, IN 46825

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