Greg O. Bitter

HAWKE FINANCIAL GROUP

ST ANTHONY, ID

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CRD#: 4216010

Professional summary

Greg O. Bitter is a registered financial advisor currently at HAWKE FINANCIAL GROUP located in St Anthony, Idaho.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Greg has worked at 6 firms and has passed the Series 65, Series 63 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.

1). GREG BITTER INSURANCE; NON-INVESTMENT RELATED; 3539 BRIAR CREEK LN, AMMON, IDAHO 83406; AGENT SINCE 01/2000; HOURS PER MONTH: 90; HOURS DURING TRADING HOURS: 50; FIXED LIFE/ANNUITIES/DISABILITY PRODUCTS 2). MTNTK LLC; NON-INVESTMENT RELATED; 950 W. 4TH N. ST; ANTHONY, ID 83445; OWNER/PARTNER; ATV/UTV, MOTORBIKE & SNOWMOBILE AFTERMARKET MANUFACTURER OF ACCESSORIES & PERFORMANCE PRODUCTS; HOURS PER MONTH: 15; DO NOT RUN DAY TO DAY ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg O. Bitter'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®

None

Experience

Current

June 26, 2019 - Present

HAWKE FINANCIAL GROUP

RIA

CRD#: 301733

ST ANTHONY, ID

Past

July 12, 2012 - March 28, 2019

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

MERIDIAN, ID

Past

March 26, 2012 - August 7, 2014

NATIONAL SECURITIES CORPORATION

CRD#: 7569

MERIDIAN, ID

Past

February 9, 2009 - August 2, 2011

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

MERDIAN, ID

Past

July 20, 2007 - February 5, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

IDAHO FALLS, ID

Past

September 20, 2000 - August 9, 2007

EQUITY SERVICES, INC.

CRD#: 265

IDAHO FALLS, ID

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".

HAWKE FINANCIAL GROUP

HAWKE FINANCIAL GROUP | HAWKE FINANCIAL GROUP, LLC

CRD#: 301733 / SEC#: 801-116678

RIA

Registered Investment Advisory firm - (5/24/2019 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

Idaho
(6/26/2019)

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 65

Date: 7/10/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/19/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HAWKE FINANCIAL GROUP

HAWKE FINANCIAL GROUP | HAWKE FINANCIAL GROUP, LLC

CRD#: 301733 / SEC#: 801-116678

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

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Contact information

Main Address

2484 N Stokesberry Place Suite 100, Meridian, ID 83646-6083

Mailing Address

Phone number

(208) 855-9400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HAWKE FINANCIAL ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,107
AUM (Assets Under Management)	$ 254,279,317

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.

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Firm Stability Insights

Greg O. Bitter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg O. Bitter's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

J.P. TURNER & COMPANY, L.L.C.

INSPHERE SECURITIES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

HAWKE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2012

Series 63

Date: 9/28/2000

Series 6

Date: 9/19/2000

Current Firm

HAWKE FINANCIAL GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAWKE FINANCIAL GROUP

TRUST BUT VERIFY

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