Gregory A. Naylor

NAYLOR ASSET MANAGEMENT

Bloomington, MN 55431

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CRD#: 3250559

Professional summary

Gregory Allen Naylor JR, CFP® is a registered financial advisor currently at NAYLOR ASSET MANAGEMENT, LLC located in Bloomington, Minnesota.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gregory has worked at 3 firms and has passed the Series 66, SIE 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.

1)NAYLOR ASSET MANAGEMNT; INVT REL; 1850 W. WAYZATA BVLD PO BOX 459, LONG LAKE,MN 55356; INSURANCE APPOINTMENTS; FINANCIAL ADVISOR; START 03/01/2006; 40 HRS/MTH; 30 HRS/MTH DURING TRADING; VARIOUS INSURANCE APPOINTMENTS. 2)MINNEAPOLIS PRKS AND RECREATION BOARD - YOUTH SOCCER; NONINVT REL; MATTHEWS PARK, MINNEAPOLIS MN; COACHING YOUTH SOCCER; COACH; START 08/01/2012; 5 HRS/MO, NONE DURING TRADING; COACHING YOUTH SOCCER, GAMES AND PRACICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Naylor JR'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

June 9, 2015 - Present

NAYLOR ASSET MANAGEMENT, LLC

Office #1: 3800 American Boulevard West, Suite 1500, Bloomington, MN 55431

RIA

CRD#: 179536

Bloomington, MN

Past

January 23, 2014 - June 8, 2015

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

LONG LAKE, MN

Past

July 20, 2009 - June 8, 2015

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

LONG LAKE, MN

Past

July 27, 2007 - July 1, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

March 3, 2006 - July 1, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

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

Michigan
(6/10/2015)

IAR

Minnesota
(6/9/2015)

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

IAR

Series 66

Date: 3/20/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2006

General Securities Representative Examination

Current Firm

NAYLOR ASSET MANAGEMENT, LLC

FIAT ASSET MANAGEMENT LLC | NAYLOR ASSET MANAGEMENT, LLC

CRD#: 179536 / SEC#:

Michigan

Registered Investment Advisory firm - (5/4/2015 Approved)

Minnesota

Registered Investment Advisory firm - (4/29/2015 Approved)

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Contact information

Main Address

3800 American Boulevard West, Suite 1500, Bloomington, MN 55431

Mailing Address

Phone number

(612) 940-0901

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 39,300,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory A. Naylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Naylor JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAYLOR ASSET MANAGEMENT, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2006

SIE

Date: 6/8/2015

Series 7

Date: 3/2/2006

Current Firm

NAYLOR ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAYLOR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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