Gregory
Feese
Pr Wealth Management Group
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About this Advisor
Gregory Feese is a financial advisor who works in Las Vegas, Nevada with a total of 7 years of relevant experience. Feese currently works for Pr Wealth Management Group. During their career, Feese has held roles at Massmutual Financial Group, Massmutual Life Insurance Company Dba Legacy Financial, Cambridge Investment Research, IncDba Legacy Financial, Purshe Kaplan Sterling Investments and Pr Wealth Management Group, Inc Dba Legacy Wealth Mgmt Of Lv. Feese has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Colorado, Illinois, Nevada and Texas. Pr Wealth Management Group is a financial advisory company that has its headquarters in East Moline, IL. The investment advisory business has just four advisors. It oversees $114 million in assets under management among its 1,043 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,043 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Pr Wealth Management Group offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely vary depending on which service is provided. However, fees charged by Pr Wealth Management Group can include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pr Wealth Management Group Brokerage Details
$113,684,455
4
1,043
$108,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Feese Work History
Gregory has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Pr Wealth Management Group, Inc Dba Legacy Wealth Mgmt Of Lv
Cambridge Investment Research, IncDba Legacy Financial
Massmutual Life Insurance Company Dba Legacy Financial
Massmutual Financial Group
*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 Gregory Feese 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 Pr Wealth Management Group
Las Vegas, NV
Las Vegas, NV
East Moline, IL
East Moline, IL
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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