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Marilee Sue Lonergan

Marilee S. Lonergan

GREYSTONE CAPITAL PARTNERS GROUP LLC
Tulsa, OK 74137
Some features on this profile are disabled
CRD#: 5327752
Marilee Sue Lonergan

Professional summary

Marilee Sue Lonergan, CFP®, who also goes by Marilee Lonergan, Marilee Sue Manzelmann, is a registered financial advisor currently at GREYSTONE CAPITAL PARTNERS GROUP LLC located in Tulsa, Oklahoma.

Marilee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Marilee has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marilee Lonergan | Marilee Sue Manzelmann

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 Marilee Sue Lonergan'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

March 10, 2025 - Present

GREYSTONE CAPITAL PARTNERS GROUP LLC

Office #1: 9315 S. Toledo Avenue Ste. A, Tulsa, OK 74137
RIA
CRD#: 312326
Tulsa, OK
Past

February 3, 2025 - December 31, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Tulsa, OK
Past

June 19, 2007 - February 5, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TULSA, OK
Past

May 22, 2007 - February 5, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TULSA, OK

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
Oklahoma
(3/10/2025)
IAR
Texas
(4/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/14/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/2007
General Securities Representative Examination

Current Firm

GC
GREYSTONE CAPITAL PARTNERS GROUP LLC
GREYSTONE CAPITAL PARTNERS GROUP LLC | LONERGAN ADVISORS | KC CAPITAL GROUP, LLC

CRD#: 312326 / SEC#:

Kansas
Registered Investment Advisory firm - (5/4/2021 Approved)
Missouri
Registered Investment Advisory firm - (5/18/2021 Approved)
Montana
Registered Investment Advisory firm - (4/19/2021 Approved)
Oklahoma
Registered Investment Advisory firm - (3/10/2025 Approved)
Texas
Registered Investment Advisory firm - (4/4/2025 Conditional Restricted)
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Contact information

Main Address
616 East 63rd Street Suite 201, Kansas City, MO 64110
Mailing Address
Phone number
(913) 562-2882
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 34,127,214

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

GREYSTONE CAPITAL PARTNERS GROUP LLC

CRD#: 312326Tulsa, OK 74137

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