Brandon W. Gregg

BBK WEALTH LLC

Lafayette, IN 47901

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CRD#: 6388715

Professional summary

Brandon Wayne Gregg, CFP® is a registered financial advisor currently at BBK WEALTH LLC located in Lafayette, Indiana.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brandon has worked at 3 firms and has passed the Series 66, 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.

Brandon Gregg is an 1/3 owner in Property Genesis LLC. This makes up approximately 1% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Wayne Gregg'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: 2020

Experience

Current

November 2, 2021 - Present

BBK WEALTH LLC

Office #1: 300 Main St Suite 212, Lafayette, IN 47901

RIA

CRD#: 311324

Lafayette, IN

Past

April 10, 2015 - November 2, 2021

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

WEST LAFAYETTE, IN

Past

April 10, 2015 - November 2, 2021

FIFTH THIRD SECURITIES, INC.

CRD#: 628

WEST LAFAYETTE, IN

Past

January 2, 2015 - January 23, 2015

EDWARD JONES

RIA

CRD#: 250

LAFAYETTE, IN

Past

October 20, 2014 - January 23, 2015

EDWARD JONES

CRD#: 250

LAFAYETTE, IN

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

Indiana
(11/2/2021)

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 66

Date: 11/7/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2014

General Securities Representative Examination

Current Firm

BBK WEALTH LLC

CRD#: 311324 / SEC#:

Indiana

Registered Investment Advisory firm - (10/20/2020 Approved)

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Contact information

Main Address

14074 Trade Center Drive, Suite 240, Fishers, IN 46038

Mailing Address

Phone number

(317) 207-0730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 37,107,076

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.

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Brandon W. Gregg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Wayne Gregg's CRS (Customer Relationship Summary).

Certified licenses

Experience

BBK WEALTH LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2014

Current Firm

BBK WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BBK WEALTH LLC

TRUST BUT VERIFY

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