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GK

Greg L. Kero

GK CAPITAL PARTNERS
Some features on this profile are disabled
CRD#: 2792443
GK

Professional summary

Greg Les Kero, who also goes by Greg L Kero, is a registered financial advisor currently at GK CAPITAL PARTNERS .

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Greg has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg L Kero

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 Greg Les Kero'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

January 20, 2010 - Present

GK CAPITAL PARTNERS

RIA
CRD#: 150604
Past

July 1, 2004 - January 17, 2007

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS

BD
CRD#: 37550
TACOMA, WA
Past

December 5, 1997 - August 6, 2004

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

BD
CRD#: 329
SEATTLE, WA

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
Washington
(1/20/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/1997
General Securities Representative Examination

Current Firm

GC
GK CAPITAL PARTNERS
A STREET INVESTMENTS | GK CAPITAL PARTNERS LLC | GK CAPITAL PARTNERS

CRD#: 150604 / SEC#:

Washington
Registered Investment Advisory firm - (1/20/2010 Approved)
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Contact information

Main Address
219 Legion Way Sw Suite 203-b, Olympia, WA 98501
Mailing Address
Phone number
(360) 350-0765
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts81
AUM (Assets Under Management)$ 61,115,000

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

GK CAPITAL PARTNERS

CRD#: 150604

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