Gregory P. Liesen
Professional summary
Gregory Peter Liesen, who also goes by Greg Liesen, is a registered financial advisor currently at GENEVA FINANCIAL GROUP LLC located in Allen, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Peter Liesen's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2007 - Present
GENEVA FINANCIAL GROUP LLC
Office #3: 2210 Midwest Rd., Oak Brook, IL 60523November 27, 2006 - February 23, 2007
INVESTORS SECURITY COMPANY, INC.
March 11, 1999 - February 23, 2007
INVESTORS SECURITY COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2017)
(2/12/2010)
Exams
Current Firm
GENEVA FINANCIAL GROUP LLC
CRD#: 142899 / SEC#: 801-107959
Contact information
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 7,000,000 |
Red Flags
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