GN
Gregory C. Neino
RETIREMITTEN FINANCIAL LLC
Milford, MI 48381
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CRD#: 5310607
GN
Professional summary
Gregory Christopher Neino is a registered financial advisor currently at RETIREMITTEN FINANCIAL LLC located in Milford, Michigan.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 2 firms and has passed the Series 66, Series 63, 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Christopher Neino'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, 2024 - Present
RETIREMITTEN FINANCIAL LLC
Office #1: 522 N Main St Ste 200, Milford, MI 48381RIA
CRD#: 300779
Milford, MI
Past
August 26, 2010 - September 20, 2024
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Troy, MI
Past
August 17, 2007 - September 20, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Troy, MI
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".
RETIREMITTEN FINANCIAL LLC
NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC
CRD#: 300779 / SEC#: 801-131308
RIA
Registered Investment Advisory firm - (10/22/2024 Approved)California
Registered Investment Advisory firm - (11/30/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/31/2024 Terminated)Florida
Registered Investment Advisory firm - (10/31/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/31/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/3/2025 Terminated)North Carolina
Registered Investment Advisory firm - (11/1/2024 Terminated)Texas
Registered Investment Advisory firm - (1/15/2021 Approved)Washington
Registered Investment Advisory firm - (12/2/2024 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
Michigan(9/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RETIREMITTEN FINANCIAL LLC
NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC
CRD#: 300779 / SEC#: 801-131308
RIA
Registered Investment Advisory firm - (10/22/2024 Approved)California
Registered Investment Advisory firm - (11/30/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/31/2024 Terminated)Florida
Registered Investment Advisory firm - (10/31/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/31/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/3/2025 Terminated)North Carolina
Registered Investment Advisory firm - (11/1/2024 Terminated)Texas
Registered Investment Advisory firm - (1/15/2021 Approved)Washington
Registered Investment Advisory firm - (12/2/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
522 N Main St Ste 200, Milford, MI 48381
Mailing Address
Phone number
(248) 935-0470
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 130,912,185 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RETIREMITTEN FINANCIAL LLC
CRD#: 300779Milford, MI 48381TRUST BUT VERIFY
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