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GW

Gregory A. Whicker

WHICKER WEALTH MANAGEMENT
CLAYTON, IN
Some features on this profile are disabled
CRD#: 7080804
GW

Professional summary

Gregory Allen Whicker, CFP®, who also goes by Greg Whicker, is a registered financial advisor currently at WHICKER WEALTH MANAGEMENT, LLC located in Clayton, Indiana.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gregory has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Whicker

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 Allen Whicker'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: 2021

Experience

Current

March 4, 2026 - Present

WHICKER WEALTH MANAGEMENT, LLC

RIA
CRD#: 339786
CLAYTON, IN
Past

August 3, 2022 - March 6, 2026

LJI WEALTH MANAGEMENT, LLC

RIA
CRD#: 145399
INDIANAPOLIS, IN
Past

May 21, 2019 - July 29, 2022

DENALI WEALTH MANAGEMENT ADVISORS, LLC

RIA
CRD#: 173586
INDIANAPOLIS, 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
(3/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/21/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2019
Securities Industry Essentials Examination

Current Firm

WW
WHICKER WEALTH MANAGEMENT, LLC
WHICKER WEALTH MANAGEMENT, LLC

CRD#: 339786 / SEC#:

Indiana
Registered Investment Advisory firm - (3/4/2026 Approved)
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Contact information

Main Address
Clayton, IN
Mailing Address
Po Box 127, Clayton, IN 46118
Phone number
(765) 318-0867
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

WHICKER WEALTH MANAGEMENT, LLC

CRD#: 339786Clayton, IN

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