Joseph
Greco
Commonwealth Financial Network
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About this Advisor
Joseph Greco is a financial advisor based in Overland Park, Kansas, working with Commonwealth Financial Network. Joseph has previously held positions at Sterk Financial Services, Morgan Hunter Companies, Oasis Farms Cbd, Fci Advisors, Intl Fcstone, Waddell & Reed, Tallgrass Brewing Company, Century Link Warehouse, Kansas State University, Woodbury Financial Services Inc, and Commonwealth Financial Network. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Joseph is part of Commonwealth Financial Network, which operates out of Overland Park, Kansas. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Greco Work History
Commonwealth Financial Network
Sterk Financial Services
Woodbury Financial Services Inc
Morgan Hunter Companies
Oasis Farms Cbd
Fci Advisors
Intl Fcstone
Waddell & Reed
Tallgrass Brewing Company
Century Link Warehouse
Kansas State University
Disclosures
Please visit the SEC profile of Joseph Greco 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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