GM
CFP
GM
CFP
Gregory Molle
40 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
302 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$654.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable at STAS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
333 South 7th Street Suite 2100, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003Denied
Other Business ActivitiesSells Insurance
Gregory is a managing partner in Strong Tower Wealth Management, which handles securities and insurance, and CEO of Strong Tower Advisory Services, an independent RIA. He also recommends life insurance and annuities, is manager of First Light Consulting LLC, and a silent partner in Good Neighbor LLC.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
August 2021 - Present · 4 yrs 7 mos
Strong Tower Advisory Services
June 2021 - Present · 4 yrs 9 mos
Previous Registrations
Advisornet Wealth Management
September 2014 - August 2021 · 6 yrs 11 mos
Cetera Advisor Networks LLC
September 2014 - October 2020 · 6 yrs 1 mo
Cetera Advisor Networks LLCBroker
September 2014 - August 2021 · 6 yrs 11 mos
Morgan Stanley
October 2010 - September 2014 · 3 yrs 11 mos
Morgan StanleyBroker
June 2009 - September 2014 · 5 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
Wells Fargo Investments, LLC
March 2004 - July 2008 · 4 yrs 4 mos
Wells Fargo Investments, LLCBroker
March 2004 - July 2008 · 4 yrs 4 mos
Wachovia Securities, LLC
July 2003 - March 2004 · 8 mos
Wachovia Securities, LLCBroker
July 2003 - March 2004 · 8 mos
Prudential Securities Incorporated
July 2001 - July 2003 · 2 yrs
Prudential Securities IncorporatedBroker
May 2001 - July 2003 · 2 yrs 2 mos
Financial Network Investment CorporationBroker
January 1998 - May 2001 · 3 yrs 4 mos
Vsr Financial Services, INC.Broker
May 1993 - January 1998 · 4 yrs 8 mos
Capital Management Securities, INC.Broker
March 1991 - June 1993 · 2 yrs 3 mos
Fahnestock & CO., INC.Broker
March 1990 - March 1991 · 1 yr
B.C. Christopher Securities CO.Broker
December 1988 - March 1990 · 1 yr 3 mos
Morison Securities, INC.Broker
June 1985 - December 1988 · 3 yrs 6 mos
Southmark Financial Services, INC.Broker
January 1985 - May 1985 · 4 mos
State Registrations20 states
ALAZCACOCTFLGAIDILKSMNMTNCNDOHSCTXWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.