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Gregory L. Feese
PR WEALTH MANAGEMENT GROUP
East Moline, IL 61244
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CRD#: 4586434
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Professional summary
Gregory Lee Feese, who also goes by Gregory L Feese, Greg L Feese, is a registered financial advisor currently at PR WEALTH MANAGEMENT GROUP located in East Moline, Illinois.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory L Feese | Greg L Feese
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.Legacy Wealth Management of Las Vegas, LLC. INVESTMENT RELATED. 8235 S EASTERN AVE SUITE 160 LAS VEGAS NV 89123. DBA OF PR WEALTH MANAGEMENT GROUP INC. OWNER START 12/2014. 32 HOURS/32 DURING TRADING. IAR AND FEE BASED PLANNING DBA OR PR WEALTH MANAGEMENT GROUP. 2. Insurance Agent. Not Investment Related. 8235 S EASTERN AVE SUITE 160 LAS VEGAS NV 89123. Fixed Insurance. Agent. 20 Hrs/Mo; All During Trading Hours. Offering Insurance Products to Clients.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Lee Feese'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®
NoneExperience
Current
September 9, 2016 - Present
PR WEALTH MANAGEMENT GROUP
Office #1: 990 Avenue Of The Cities Suite 4, East Moline, IL 61244Office #2: 8235 S. Eastern Ave Suite 160, Las Vegas, NV 89123RIA
CRD#: 173711
East Moline, IL
Past
October 20, 2017 - July 9, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Las Vegas, NV
Past
April 11, 2016 - October 13, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Las Vegas, NV
Past
February 27, 2012 - April 12, 2016
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LAS VEGAS, NV
Past
June 21, 2006 - November 9, 2006
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
EAST MOLINE, IL
Past
November 26, 2002 - January 21, 2005
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".
PW
PR WEALTH MANAGEMENT GROUP
LEGACY WEALTH MANAGEMENT GROUP OF LAS VEGAS LLC | PR WEALTH MANAGEMENT GROUP, INC. | PR WEALTH MANAGEMENT GROUP
CRD#: 173711 / SEC#: 801-122276
RIA
Registered Investment Advisory firm - (9/8/2021 Approved)Colorado
Registered Investment Advisory firm - (9/9/2021 Terminated)Illinois
Registered Investment Advisory firm - (10/1/2021 Terminated)Iowa
Registered Investment Advisory firm - (9/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (10/15/2021 Terminated)Texas
Registered Investment Advisory firm - (9/9/2021 Terminated)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
Colorado(10/4/2019)
IAR
Illinois(11/29/2021)
IAR
Nevada(9/9/2016)
IAR
Texas(4/17/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PR WEALTH MANAGEMENT GROUP
LEGACY WEALTH MANAGEMENT GROUP OF LAS VEGAS LLC | PR WEALTH MANAGEMENT GROUP, INC. | PR WEALTH MANAGEMENT GROUP
CRD#: 173711 / SEC#: 801-122276
RIA
Registered Investment Advisory firm - (9/8/2021 Approved)Colorado
Registered Investment Advisory firm - (9/9/2021 Terminated)Illinois
Registered Investment Advisory firm - (10/1/2021 Terminated)Iowa
Registered Investment Advisory firm - (9/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (10/15/2021 Terminated)Texas
Registered Investment Advisory firm - (9/9/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
990 Avenue Of The Cities Suite 4, East Moline, IL 61244
Mailing Address
Phone number
(309) 792-8291
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 142,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PR WEALTH MANAGEMENT GROUP
CRD#: 173711East Moline, IL 61244TRUST BUT VERIFY
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