Gregory Peter 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Liesen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GENEVA FINANCIAL GROUP LLC | GENEVA FINANCIAL GROUP, LLC | GENEVA FINANCIAL GROUP, INC
Contact Information
Main Address
Geneva, ILPhone Number
(630) 645-8201# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
32AUM (Assets Under Management)
$7,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/2/2017)
(2/12/2010)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Peter Liesen's CRS (Customer Relationship Summary).
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