Gregory Allen Trebil Jr
AIF®, CFP®Professional Summary
Gregory Allen Trebil JR, AIF®, CFP®, who also goes by Greg Trebil, Gregory Allen Trebil, Gregory Trebil, Jr Gregory Allen Trebil, is a registered financial advisor currently at TRADITION WEALTH MANAGEMENT LLC located in Edina, Minnesota and PRIVATE CLIENT SERVICES, LLC located in Edina, Minnesota. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 7 firms and has passed...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Trebil, Gregory Allen Trebil, Gregory Trebil, Jr Gregory Allen Trebil
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Videos & Posts
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Contact Information
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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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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TRADITION WEALTH MANAGEMENT LLC
Contact Information
Main Address
7601 France Avenue South Suite 100, Edina, MN 55435Phone Number
(952) 563-6500# of Employees
32SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,771AUM (Assets Under Management)
$2,603,155,796Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TRADITION WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(8/25/2017)
(1/31/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Allen Trebil JR's CRS (Customer Relationship Summary).
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