Gregory I. Baranivsky

TWELE CAPITAL MANAGEMENT

Minnetonka, MN 55343-9196

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CRD#: 2653751

Professional summary

Gregory Ivan Baranivsky is a registered financial advisor currently at TWELE CAPITAL MANAGEMENT, INC. located in Minnetonka, Minnesota.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregory has worked at 5 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Gregory Ivan Baranivsky'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®

None

Experience

Current

March 14, 2022 - Present

TWELE CAPITAL MANAGEMENT, INC.

Office #1: 5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196

RIA

CRD#: 130239

Minnetonka, MN

Past

June 5, 2013 - February 28, 2020

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

MINNEAPOLIS, MN

Past

November 16, 2004 - November 18, 2010

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

September 21, 2000 - December 31, 2002

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

January 1, 1996 - December 21, 1998

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

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".

TWELE CAPITAL MANAGEMENT, INC.

CRD#: 130239 / SEC#: 801-67477

RIA

Registered Investment Advisory firm - (1/19/2007 Approved)

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

Minnesota
(3/14/2022)

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

Series 63

Date: 9/23/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/15/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/21/1995

General Securities Representative Examination

Current Firm

TWELE CAPITAL MANAGEMENT, INC.

CRD#: 130239 / SEC#: 801-67477

RIA

Registered Investment Advisory firm - (1/19/2007 Approved)

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Contact information

Main Address

5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196

Mailing Address

Phone number

(952) 887-9253

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWELE CAPITAL MANAGEMENT ADV PART 2A (1/6/2026)

Regulatory assets under management

Total Number of Accounts	201
AUM (Assets Under Management)	$ 578,455,059

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.

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Advisor Monitoring

Firm Stability Insights

Gregory I. Baranivsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Ivan Baranivsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

QUASAR DISTRIBUTORS, LLC

U.S. BANCORP INVESTMENTS, INC.

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

TWELE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/23/2013

SIE

Date: 10/1/2018

Series 3

Date: 2/15/2011

Series 7

Date: 11/21/1995

Current Firm

TWELE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TWELE CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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