Gregory J. Gensheimer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory John Gensheimer was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1995. Gregory had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 27, 2007 - October 1, 2019
STANCORP INVESTMENT ADVISERS, INC.
March 9, 2007 - March 26, 2007
STANCORP INVESTMENT ADVISERS, INC.
January 1, 2007 - October 1, 2019
STANCORP EQUITIES, INC.
January 25, 2001 - January 1, 2007
INVESMART SECURITIES, LLC
February 19, 2000 - March 27, 2007
INVESMART ADVISORS INC
January 3, 1995 - April 4, 1997
FEDERATED SECURITIES CORP.
Primary Firm SEC Registration
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 103,728 |
| AUM (Assets Under Management) | $ 33,592,166,292 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 | ||
| 03/28/2024 | ||
| 01/27/2023 |
Red Flags
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