Ledawn
Gries
Whalen Financial
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About this Advisor
Ledawn Gries is a financial advisor operating out of Las Vegas, Nevada. Gries is currently employed by Whalen Financial. During their career, Gries has held roles at Lincoln Financial, Jackson National Life Insurance Company, Axa Distributors, LLC, Whalen Wealth Management Inc Dba Whalen Financial, Pks Investments, Nationalplanning Holdings, Equitable Distributors, LLC and Fisher Investments. Gries holds Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada. Whalen Financial is a financial advisory company operating out of Las Vegas, NV. It administers $116 million in assets under management among its 652 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 652 customer accounts, 25% are held by high-net-worth individuals who have greater than $1 million in assets. Whalen Financial has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on the financial services offered. Fee types billed by Whalen Financial most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whalen Financial Brokerage Details
$115,954,523
4
652
$177,844
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ledawn Gries Work History
Ledawn has been registered as a financial advisor for 0 years.*
Whalen Wealth Management Inc Dba Whalen Financial
Pks Investments
Fisher Investments
Axa Distributors, LLC
Equitable Distributors, LLC
Nationalplanning Holdings
Jackson National Life Insurance Company
Lincoln Financial
*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 Ledawn Gries 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 Whalen Financial
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
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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