Gregory L. Mccrea
U.S. BANCORP ADVISORS | Planning Consultant
Parker, CO 80134
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CRD#: 5916186
Gregory Louis MccreaU.S. BANCORP ADVISORS
Professional summary
Gregory Louis Mccrea, CFP®, who also goes by Gregory Louis Greive, Gregory L. Mccrea, Gregory L Mccrea, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Parker, Colorado.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Gregory has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6, Series 9, Series 10 and Series 26 exams.
Biography
As a Planning Consultant, it is my goal to help my clients and their families to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your unique needs.
Aliases
Gregory Louis Greive | Gregory L. Mccrea | Gregory L Mccrea
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.
Colorado Wealth Group, Investment Related, 1345 S Broadway, Denver, CO 80210, serves as DBA entity for work at Savvy Advisors, Lead Wealth Advisor, 5/7/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role).
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Louis Mccrea's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gregory Louis Mccrea'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®
Education
Ohio University
Bachelor of Business Administration - Economics
2009
Experience
Current
July 21, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 11051 S Parker Rd, Parker, CO 80134Office #2: 16961 Lincoln Ave, Parker, CO 80134RIA
BD
CRD#: 14455
Parker, CO
Current
July 21, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 11051 S Parker Rd, Parker, CO 80134Office #2: 16961 Lincoln Ave, Parker, CO 80134RIA
BD
CRD#: 14455
Parker, CO
Past
May 7, 2026 - June 23, 2026
SAVVY
RIA
CRD#: 318493
Denver, CO
Past
March 31, 2025 - March 23, 2026
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LONE TREE, CO
Past
May 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LONE TREE, CO
Past
April 28, 2022 - March 23, 2026
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
LONE TREE, CO
Past
October 9, 2013 - March 2, 2022
NATIONWIDE INVESTMENT ADVISORS, LLC
RIA
CRD#: 142373
COLUMBUS, OH
Past
May 24, 2011 - March 2, 2022
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
DENVER, CO
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".
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/21/2026)
RR
California(7/21/2026)
RR
Colorado(7/21/2026)
IAR
Colorado(7/21/2026)
RR
Florida(7/21/2026)
RR
Kansas(7/21/2026)
RR
Montana(7/21/2026)
RR
Oregon(7/21/2026)
RR
Texas(7/21/2026)
IAR
Texas(7/21/2026)
RR
Utah(7/21/2026)
RR
Washington(7/21/2026)
RR
Wyoming(7/21/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/10/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
800 N Brand Blvd. 16th Floor Ep-mn-n2wc, Saint Paul, MN, 55107
Mailing Address
800 N Brand Blvd. 16th Floor, Glendale, CA, 91203
Phone number
(800) 634-1100
Established
Delaware since 06/28/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
244
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE MEMBER | |
| BEJASA, EILEEN | SENIOR VICE PRESIDENT AND MANAGING DIRECTOR, BROKER-DEALER OPERATIONS | 7002808 |
| CANEVA, DANIEL CESAR | SVP CHIEF OPERATIONS OFFICER | 1686099 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER | 5829700 |
| ELY, JAMES EUGENE JR. | SENIOR VICE PRESIDENT - SALES | 1843373 |
| FERGUSON, KIMBERLY NICOLE | CHIEF EXECUTIVE OFFICER AND MANAGER | 4120145 |
| LAWLOR, BETH DEDRICK | EXECUTIVE VICE PRESIDENT | 5352662 |
| ROLLAND, JODI THOMPSON | MANAGER | 2290884 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER | 5025315 |
| TRIPLETT, SHANE T | INSTITUTIONAL SALES MANAGER | 1865319 |
Regulatory assets under management
| Total Number of Accounts | 3,905 |
| AUM (Assets Under Management) | $ 1,516,483,817 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 08/20/2024 | ||
| 11/28/2023 | ||
| 11/21/2023 |
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
U.S. BANCORP ADVISORS, LLC
Planning ConsultantCRD#: 14455Parker, CO 80134TRUST BUT VERIFY
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Contact information
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