Joseph
Greco

Commonwealth Financial Network

CRD#6429442
Investment Advisor
in Overland Park, KS

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

10801 Mastin Street Suite 370
Overland Park, KS 66210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

KS Average: $16,012,751,954
Total Number of Employees

4,500

KS Average: 118
Total Number of Accounts

623,075

KS Average: 4,567
Average Account Size

$284,126

KS Average: $3,506,186

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

2023 - Present (1 year)

Commonwealth Financial Network

2022 - 2023 (1 year)

Sterk Financial Services

2022 - 2023 (1 year)

Woodbury Financial Services Inc

2021 - 2021 (< 1 year)

Morgan Hunter Companies

2021 - 2021 (< 1 year)

Oasis Farms Cbd

2019 - 2021 (2 years)

Fci Advisors

2018 - 2019 (1 year)

Intl Fcstone

2017 - 2018 (1 year)

Waddell & Reed

2015 - 2016 (1 year)

Tallgrass Brewing Company

2013 - 2014 (1 year)

Century Link Warehouse

2012 - 2017 (5 years)

Kansas State University

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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.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Shain Steffens
Andover, NJ
Jill Israel
Westerville, OH
Jeffrey Brannon
Saint Paul, MN
Lewis Martin
Charlottesville, VA
Michael Zirbel
Riverton, WY
Joanne Astle
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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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