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Gregory T Bricker

Gregory T Bricker

CFP®
BRICKER FINANCIAL
Marblehead, OH
·CRD# 6436423·11 years experience

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

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

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

Financial Therapy

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

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

11 years in the financial services industry

Current & Past Employments

Current

BRICKER FINANCIALCurrent·CRD# 292147
RIA
724 W Main Street, Marblehead, OH 43440
May 31, 2018 - Present

Past

DINUZZO PRIVATE WEALTH, INC.Past·CRD# 112778
RIA
Beaver, PA
December 18, 2015 - December 1, 2017
SELECT FINANCIAL GROUP, LLCPast·CRD# 111099
RIA
Carnegie, PA
March 25, 2015 - November 13, 2015

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Current Firm

BRICKER FINANCIAL
BRICKER FINANCIAL

BRICKER FINANCIAL | NEXT STEP FINANCIAL, LLC | NEXT STEP FINANCIAL PLANNING LLC | NEXT STEP FINANCIAL PLANNING | BRICKER FINANCIAL PLANNING, LLC | BRICKER FINANCIAL PLANNING

CRD#: 292147
Ohio
Registered Investment Advisory firm - Ohio (5/31/2018 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (8/29/2023 Approved)
West Virginia
Registered Investment Advisory firm - West Virginia (9/7/2021 Approved)

Contact Information

Main Address

724 W Main Street, Marblehead, OH 43440

Phone Number

(330) 708-9208

# of Employees

1

Documents

Latest Form ADV

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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.

1) Sunny Weather, LLC dba Gregory T. Bricker, CPA - This business is not investment related - Address is 527 Market Street, East Liverpool, OH 43920 - Nature of Sunny Weather, LLC is accounting firm/tax preparation service firm - Position is owner/member - Start date was 12/2017 - Approximately 48 hours per month are devoted to this activity; Approximately 1 hour per day is devoted to this business during trading hours - Duties for Sunny Weather, LLC is tax preparation and accounting work. -- 2) City of East Liverpool, OH - Not investment-related - 126 West Sixth Street, East Liverpool, Ohio 43920 - Position: Mayor - start date of 01/01/2020 - Approximately 100 hours per week are devoted to this activity; Approximately 2 hours per day during trading hours - Duties include budgetary, supervisory, and other municipal business. -- 3) Bricker's Inc. - Not investment-related - 116 E 6th Street, East Liverpool, OH 43920 - Position: President - Start date of 11/01/2021 - Nature of business: food service/restaurant - Approximately 10 hours per month are devoted to this activity; Zero
(0) hours per day during trading hours - Duties include discussion with manager on updates and business strategy.

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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.
IAR
Ohio
(5/31/2018)
IAR
Pennsylvania
(8/30/2023)
IAR
West Virginia
(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.

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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

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