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Gregory Vermeulen

Sfg Wealth Management
40 Years of Experience
Towson, MD
BrokerSells Insurance
View SEC Summary
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Gregory Vermeulen is a registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 40 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $760M in assets under management.

Sfg Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$642K average
Assets Under Management
$760.2M

Fee Structure

Planning is included in investment management (also available separately)

SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.

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Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory is affiliated with multiple insurance companies, selling various insurance products including life, disability, long-term care, and fixed annuities, dedicating minimal time to each. He also provides investment advisory services through SFG Wealth Management LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
Sfg Wealth Management
December 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
August 2006 - Present · 20 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2025 - July 2026 · 11 mos
LPL Financial LLC
August 2006 - April 2017 · 10 yrs 8 mos
Park Avenue Securities LLC
April 2004 - August 2006 · 2 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - August 2006 · 7 yrs 3 mos
Guardian Investor Services CorporationBroker
April 1991 - May 1999 · 8 yrs 1 mo
W. S. Griffith & CO., INC.Broker
October 1985 - April 1991 · 5 yrs 6 mos
State Registrations9 states
CADCDEMDNCNYPASCVA
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.
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