Gregory
Brock
Wintrust Investments LLC
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About this Advisor
Gregory Brock is a financial advisor based in Chicago, Illinois, working with Wintrust Investments LLC. Gregory has previously held positions at Wintrust Wealth Management, Hills Bank, Cambridge Investment Research, Adpi, Merriweather Post Pavilion, Kiwanis Wallace Park, University Of Iowa, and Glenelg High School. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Gregory is part of Wintrust Investments LLC, which operates out of Chicago, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$14,417,827,726
178
10,969
$1,314,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gregory Brock Work History
Wintrust Wealth Management
Hills Bank
Cambridge Investment Research
Cambridge Investment Research
Adpi
Merriweather Post Pavilion
University Of Iowa
Kiwanis Wallace Park
Glenelg High School
Disclosures
Please visit the SEC profile of Gregory Brock 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 Wintrust Investments
Chicago, IL
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