Gregory T. Bricker
BRICKER FINANCIAL PLANNING
EAST LIVERPOOL, OH 43920
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CRD#: 6436423
Professional summary
Gregory T Bricker, CFP®, who also goes by Gregory T Stansbury, Gregory Stansbury, is a registered financial advisor currently at BRICKER FINANCIAL PLANNING located in East Liverpool, Ohio.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gregory has worked at 3 firms .
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 take these financial steps without the proper preparation. What's your next financial step?
Question & Answer
What are your service offerings?
Retirement Income Management
Estate Planning
Tax Planning
Retirement Planning
Long-term Care
Investment Planning
Employee and Employer Plan Ben...
Social Security Planning
Elder Care
Comprehensive Financial Planni...
Small Business Planning
Health Care
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Are you a "fiduciary"?
Yes
Aliases
Gregory T Stansbury | Gregory Stansbury
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory T Bricker'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®
Start date: 2015
Experience
Current
May 31, 2018 - Present
BRICKER FINANCIAL PLANNING
Office #1: 527 Market Street, East Liverpool, OH 43920RIA
CRD#: 292147
EAST LIVERPOOL, OH
Past
December 18, 2015 - December 1, 2017
DINUZZO PRIVATE WEALTH, INC.
RIA
CRD#: 112778
BEAVER, PA
Past
March 25, 2015 - November 13, 2015
SELECT FINANCIAL GROUP, LLC
RIA
CRD#: 111099
CARNEGIE, PA
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
Ohio(5/31/2018)
IAR
Pennsylvania(8/30/2023)
IAR
West Virginia(9/7/2021)
Exams
Current Firm
BRICKER FINANCIAL PLANNING
BRICKER FINANCIAL PLANNING | NEXT STEP FINANCIAL, LLC | NEXT STEP FINANCIAL PLANNING LLC | NEXT STEP FINANCIAL PLANNING | BRICKER FINANCIAL PLANNING, LLC
CRD#: 292147 / SEC#:
Ohio
Registered Investment Advisory firm - (5/31/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (8/29/2023 Approved)West Virginia
Registered Investment Advisory firm - (9/7/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
527 Market Street, East Liverpool, OH 43920
Mailing Address
Phone number
(330) 708-9208
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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