Gregory T Bricker
CFP®Professional Summary
Gregory T Bricker, CFP®, who also goes by Gregory T Stansbury, Gregory Stansbury, is a registered financial advisor currently at BRICKER FINANCIAL located in Marblehead, Ohio. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gregory has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Tax Planning
- Health Care & Long-Term Care Planning
- Investment Management
- Business Services
- Social Security & Medicare Planning
- Financial Planning
- Education Funding
- Cashflow & Budgeting
Specializations
Biography
Bricker Financial Planning is a fee-only financial planning firm that provides investment, retirement, college and tax services. Our main goal is to help people improve their financial lives by creating a holistic financial plan all while acting in the Fiduciary capacity. Bricker Financial Planning was born from the idea that your tailored financial plan should evolve with you as you move through life. We take many financial steps in life and too many times we...
Other Aliases
Gregory T Stansbury, Gregory Stansbury
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Current Firm

BRICKER FINANCIAL | NEXT STEP FINANCIAL, LLC | NEXT STEP FINANCIAL PLANNING LLC | NEXT STEP FINANCIAL PLANNING | BRICKER FINANCIAL PLANNING, LLC | BRICKER FINANCIAL PLANNING
Contact Information
Main Address
724 W Main Street, Marblehead, OH 43440Phone Number
(330) 708-9208# of Employees
1Documents
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
State Registrations and Notice Filings
(5/31/2018)
(8/30/2023)
(9/7/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gregory T Bricker's CRS (Customer Relationship Summary).
Services Offered by Gregory
- Retirement Planning
- Estate & Legacy Planning
- Tax Planning
- Health Care & Long-Term Care Planning
- Investment Management
- Business Services
- Social Security & Medicare Planning
- Financial Planning
- Education Funding
- Cashflow & Budgeting
Similar Advisors
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC


