Gregory R. Fahrenkrug

VIRTUS FINANCIAL GROUP

BLOOMINGTON, IL 61071

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CRD#: 7842609

Professional summary

Gregory Ronald Fahrenkrug, who also goes by Greg Ronald Fahrenkrug, is a registered financial advisor currently at VIRTUS FINANCIAL GROUP located in Bloomington, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Gregory has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Ronald Fahrenkrug

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) LICENSED INSURANCE PROFESSIONAL; NON-INVESTMENT RELATED; SAME ADDRESS; LESS THAN 10% OF TIME; DBA WREZINSKI ADVISORY GROUP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Ronald Fahrenkrug's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 19, 2023 - Present

VIRTUS FINANCIAL GROUP

Office #1: 807 E Washington Street, Bloomington, IL 61071

RIA

CRD#: 317832

BLOOMINGTON, IL

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

Illinois
(12/19/2023)

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

State Security Law Exam

IAR

Series 65

Date: 12/7/2023

Uniform Investment Adviser Law Examination

Current Firm

VIRTUS FINANCIAL GROUP

VIRTUS FINANCIAL GROUP | VIRTUS WEALTH MANAGEMENT, LLC | VIRTUS WEALTH MANAGEMENT LLC

CRD#: 317832 / SEC#: 801-123004

RIA

Registered Investment Advisory firm - (10/10/2023 Terminated)

Illinois

Registered Investment Advisory firm - (10/10/2023 Approved)

Louisiana

Registered Investment Advisory firm - (3/10/2023 Approved)

Missouri

Registered Investment Advisory firm - (3/8/2023 Approved)

Texas

Registered Investment Advisory firm - (3/9/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9378 Olive Blvd Suite 102, Olivette, MO 63132

Mailing Address

Phone number

(314) 395-6133

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 70,100,911

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.

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Gregory R. Fahrenkrug

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Ronald Fahrenkrug's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2023

Current Firm

VIRTUS FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIRTUS FINANCIAL GROUP

TRUST BUT VERIFY

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