Gregory D. Schnelzer

VICTORY FINANCIAL SERVICES LLC

Medina, OH 44256

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CRD#: 4581410

Professional summary

Gregory David Schnelzer, who also goes by Greg David Schnelzer, is a registered financial advisor currently at VICTORY FINANCIAL SERVICES LLC located in Medina, Ohio.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregory has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg David Schnelzer

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.

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David Schnelzer'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®

None

Experience

Current

June 29, 2018 - Present

VICTORY FINANCIAL SERVICES LLC

Office #1: 3637 Medina Rd Suite 345c, Medina, OH 44256

RIA

CRD#: 291184

Medina, OH

Past

January 3, 2012 - July 2, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

MEDINA, OH

Past

January 3, 2012 - July 2, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Akron, OH

Past

February 2, 2007 - December 31, 2011

SANDERS MORRIS LLC

RIA

CRD#: 20580

WADSWORTH, OH

Past

February 1, 2007 - December 31, 2011

SANDERS MORRIS LLC

CRD#: 20580

WADSWORTH, OH

Past

February 3, 2003 - February 2, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

CLEVELAND, OH

Past

January 23, 2003 - May 8, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 23, 2003 - February 2, 2007

OSAIC FA, INC.

CRD#: 3978

CLEVELAND, OH

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

Ohio
(6/29/2018)

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: 11/3/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/13/2010

General Securities Principal Examination

Current Firm

VICTORY FINANCIAL SERVICES LLC

SCHNELZER, GREGORY DAVID | VICTORY FINANCIAL SERVICES LLC | VICTORY FINANCIAL SERVICES

CRD#: 291184 / SEC#:

Ohio

Registered Investment Advisory firm - (6/29/2018 Approved)

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Contact information

Main Address

3637 Medina Rd Suite 345c, Medina, OH 44256

Mailing Address

Phone number

(330) 331-4447

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	92
AUM (Assets Under Management)	$ 13,670,245

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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Advisor Monitoring

Firm Stability Insights

Gregory D. Schnelzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David Schnelzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SANDERS MORRIS LLC

SANDERS MORRIS LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2003

SIE

Date: 7/2/2018

Series 7

Date: 1/22/2003

Series 24

Date: 4/13/2010

Current Firm

VICTORY FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VICTORY FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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