Gregory
Thoke

My Wealth Planners

CRD#6055569
Investment Advisor
in Longmont, CO

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About this Advisor

Gregory Thoke is a financial advisor based in Longmont, Colorado, working with My Wealth Planners. Gregory has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Gregory And Danielle Thoke, Junior Achievement, Choice City Holdings LLC, Lpl Financial LLC, My Wealth Planners LLC, and Choice City Group Inc. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Gregory is part of My Wealth Planners, which operates out of Longmont, Colorado.

Certifications and Registrations

Series 66

Office Location

720 100 Year Party Court Suite 300
Longmont, CO 80504

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Gregory Thoke Work History

2024 - Present (1 year)

My Wealth Planners LLC

2021 - 2023 (2 years)

Lpl Financial LLC

2019 - 2023 (4 years)

Choice City Holdings LLC

2018 - 2023 (5 years)

Junior Achievement

2017 - 2023 (6 years)

Choice City Group Inc

2016 - 2019 (3 years)

Gregory And Danielle Thoke

2012 - 2021 (9 years)

Waddell & Reed, Inc

2012 - 2021 (9 years)

Various Insurance Carriers For W&R Insurance Agencies

Disclosures

Please visit the SEC profile of Gregory Thoke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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