Gregory Addison

PROFESSIONAL ASSET MANAGEMENT,

Lenexa, KS 66220

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CRD#: 6114482

Professional summary

Gregory Addison is a registered financial advisor currently at PROFESSIONAL ASSET MANAGEMENT, INC located in Lenexa, Kansas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gregory has worked at 2 firms and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Addison'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

September 27, 2018 - Present

PROFESSIONAL ASSET MANAGEMENT, INC

Office #1: 19440 W. 102nd Street, Lenexa, KS 66220

RIA

CRD#: 110212

Lenexa, KS

Past

February 5, 2013 - January 31, 2020

LEWER FINANCIAL ADVISORS, LLC

RIA

CRD#: 165381

OVERLAND PARK, KS

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

Kansas
(9/27/2018)

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 65

Date: 2/4/2013

Uniform Investment Adviser Law Examination

Current Firm

PROFESSIONAL ASSET MANAGEMENT, INC

PROFESSIONAL ASSET MANAGEMENT, INC | PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 110212 / SEC#:

Kansas

Registered Investment Advisory firm - (7/9/1985 Approved)

Texas

Registered Investment Advisory firm - (3/11/2013 Conditional Restricted)

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Contact information

Main Address

Lenexa, KS

Mailing Address

9225 Indian Creek Parkway Suite 800, Overland Park, KS 66210

Phone number

(913) 558-5903

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 11,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory Addison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PROFESSIONAL ASSET MANAGEMENT, INC

LEWER FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2013

Current Firm

PROFESSIONAL ASSET MANAGEMENT, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL ASSET MANAGEMENT, INC

TRUST BUT VERIFY

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