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GS

Gregory J. Sodja

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 2609680
GS

Professional summary

Gregory John Sodja, who also goes by Greg Sodja, is a registered financial professional currently at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC located in Chicago, Illinois.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1995. Gregory has worked at 6 firms and has passed the Series 63, Series 3, Series 7TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Sodja

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory John Sodja'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

September 3, 2019 - Present

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

Office #1: 71 S. Wacker Drive 31st Floor, Chicago, IL 60606
BD
CRD#: 292521
Chicago, IL
Past

December 4, 2018 - May 29, 2019

FDX CAPITAL LLC

BD
CRD#: 119302
NEW YORK, NY
Past

March 29, 2006 - April 13, 2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

December 15, 2005 - March 20, 2006

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

January 1, 2002 - October 21, 2005

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

November 16, 1995 - January 20, 2000

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

April 26, 1995 - November 10, 1995

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/20/2021)
RR
Alaska
(8/20/2021)
RR
Arizona
(8/20/2021)
RR
Arkansas
(8/20/2021)
RR
California
(8/20/2021)
RR
Colorado
(8/20/2021)
RR
Connecticut
(8/20/2021)
RR
Delaware
(8/20/2021)
RR
District of Columbia
(8/20/2021)
RR
Florida
(8/20/2021)
RR
Georgia
(8/20/2021)
RR
Hawaii
(8/20/2021)
RR
Idaho
(8/20/2021)
RR
Illinois
(9/3/2019)
RR
Indiana
(8/20/2021)
RR
Iowa
(8/20/2021)
RR
Kansas
(8/20/2021)
RR
Kentucky
(8/20/2021)
RR
Louisiana
(8/20/2021)
RR
Maine
(8/20/2021)
RR
Maryland
(8/20/2021)
RR
Massachusetts
(8/20/2021)
RR
Michigan
(8/20/2021)
RR
Minnesota
(8/20/2021)
RR
Mississippi
(8/20/2021)
RR
Missouri
(8/20/2021)
RR
Montana
(8/20/2021)
RR
Nebraska
(8/20/2021)
RR
Nevada
(8/20/2021)
RR
New Jersey
(8/20/2021)
RR
New Mexico
(8/20/2021)
RR
New York
(8/20/2021)
RR
North Carolina
(8/20/2021)
RR
Ohio
(8/20/2021)
RR
Oklahoma
(8/20/2021)
RR
Oregon
(8/20/2021)
RR
Pennsylvania
(8/20/2021)
RR
Rhode Island
(8/20/2021)
RR
South Carolina
(8/20/2021)
RR
South Dakota
(8/20/2021)
RR
Tennessee
(8/20/2021)
RR
Texas
(8/20/2021)
RR
Utah
(8/20/2021)
RR
Vermont
(8/20/2021)
RR
Virginia
(8/20/2021)
RR
Washington
(8/20/2021)
RR
West Virginia
(8/20/2021)
RR
Wisconsin
(8/20/2021)
RR
Wyoming
(8/20/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 4/25/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 8/30/2019
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/25/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/4/2007
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 292521 / SEC#: , 8-70078

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
71 S. Wacker Drive 31st Floor, Chicago, IL 60606
Mailing Address
71 S. Wacker Drive 31st Floor, Chicago, IL 60606
Phone number
(312) 726-0677
Established
Delaware since 03/28/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MILLIMAN, INC.MEMBER
CAMPBELL, ROBERTCFO/FINOP1349154
MATHEWS, WESLEY PAULPRESIDENT & EXECUTIVE REP.4561006
SCHWALJE, GLENN SCOTTCCO2441501

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

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 292521Chicago, IL 60606

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