Gregory M. Mccall
Professional summary
Gregory M Mccall, who also goes by Greg Mccall, is a registered financial advisor currently at LA CROSSE FINANCIAL PLANNING INC. located in Eagle, Idaho.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gregory has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory M Mccall's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2025 - Present
LA CROSSE FINANCIAL PLANNING INC.
Office #1: 1243 E. Iron Eagle Dr. Suite 110d, Eagle, ID 83616May 12, 2020 - June 18, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2025)
(6/18/2025)
(7/11/2025)
(6/18/2025)
Exams
Series 7TO
Date: 5/27/2022
General Securities Representative ExaminationSeries 6TO
Date: 5/12/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
LA CROSSE FINANCIAL PLANNING INC.
CRD#: 313361 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 741 |
| AUM (Assets Under Management) | $ 98,000,000 |
Red Flags
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