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GG

Gregory Gavran

WELLTH ADVISORY SERVICES
Brookfield, WI 53005
Some features on this profile are disabled
CRD#: 3254917
GG

Professional summary

Gregory Gavran, AIF® is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Brookfield, Wisconsin.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 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 Gavran'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 17145 W. Bluemound Road Suite J 149, Brookfield, WI 53005
RIA
CRD#: 330537
Brookfield, WI
Past

April 1, 2019 - July 4, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Brookfield, WI
Past

April 25, 2016 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
BROOKFIELD, WI
Past

September 1, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Brookfield, WI
Past

March 17, 2015 - October 2, 2015

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
SHOREWOOD, IL
Past

March 4, 2015 - March 17, 2015

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Brookfield, WI
Past

March 4, 2015 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Brookfield, WI
Past

June 3, 2011 - March 11, 2015

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
BROOKFIELD, WI
Past

June 3, 2011 - March 11, 2015

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
BROOKFIELD, WI
Past

December 17, 2004 - June 2, 2011

PACKERLAND BROKERAGE SERVICES, INC.

RIA
CRD#: 37031
WAUKESHA, WI
Past

May 28, 2003 - June 2, 2011

PACKERLAND BROKERAGE SERVICES, INC.

BD
CRD#: 37031
WAUKESHA, WI
Past

November 21, 2002 - June 4, 2003

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

September 8, 1999 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 12, 1999 - October 3, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 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
Illinois
(6/28/2024)
IAR
Wisconsin
(6/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/12/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

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

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Brookfield, WI 53005

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