Clayton
Kreis

G & O Financial Services, Inc

CRD#1725924
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Clayton Kreis is a personal financial specialist working in Saint Petersburg, Florida with a total of 24 years of industry experience. Kreis currently works for G & O Financial Services, Inc. Their career trajectory has included roles at G & O Financial Services, Inc and Garcia & Ortiz Pa. Kreis holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Florida. G & O Financial Services, Inc is an advisory firm operating out of Saint Petersburg, FL. The business offers other services. Fees for financial advisory services typically vary depending on which service is provided. Fees billed by G & O Financial Services, Inc typically consist of other fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Years Registered*

24 years

Services Offered

Other

Fee Structure

Others

Office Location

888 Executive Center Dr W Suite 101
Saint Petersburg, FL 33702

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G & O Financial Services, Inc Brokerage Details

Total Number of Employees

2

FL Average: 62

Investment Advisory Services

  • Other

Clayton Kreis Work History

Clayton has been registered as a financial advisor for 24 years.*

1999 - Present (25 years)

G & O Financial Services, Inc

1988 - Present (36 years)

Garcia & Ortiz Pa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

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

Financial Advisors at G & O Financial Services, Inc

Clayton Kreis
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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