Gary L. Eilefson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gary Lester Eilefson, CFP® was a registered financial professional .
Gary is a previously registered financial professional and started their career in finance in 1973. Gary had worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 23, 2013 - December 31, 2023
FINANCIAL DIMENSIONS GROUP, INC.
November 16, 2011 - November 3, 2023
OSAIC WEALTH, INC.
February 3, 2011 - December 31, 2012
FINANCIAL DIMENSIONS GROUP, INC.
June 27, 2007 - December 31, 2010
FINANCIAL DIMENSIONS GROUP, INC.
February 27, 1995 - November 3, 2023
OSAIC WEALTH, INC.
July 5, 1973 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
July 5, 1973 - March 8, 1995
IDS LIFE INSURANCE COMPANY
July 5, 1973 - March 8, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 6/27/1973
Registered Representative ExaminationCurrent Firm
FINANCIAL DIMENSIONS GROUP, INC.
CRD#: 115143 / SEC#: 801-77285
Contact information
Regulatory assets under management
| Total Number of Accounts | 9,105 |
| AUM (Assets Under Management) | $ 2,603,760,951 |
Red Flags
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