Gregory Rochte
Gregory Rochte is a registered investment advisor at World Investment Advisors, LLC, based in Columbus, OH, with 38 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
445 Hutchinson Ave, Suite 860, Columbus, OH, 43235
Get directionsHistory
Regulatory History (7)
Judgment / Lien
August 2024Judgment / Lien
April 2023Judgment / Lien
December 2019Judgment / Lien
October 2019Judgment / Lien
July 2016Judgment / Lien
April 2016Judgment / Lien
October 2015Other Business ActivitiesSells Insurance
Gregory is an insurance agent selling and servicing non-variable insurance and annuities since February 2025. This takes about 10-20% of his time, including a few hours during trading hours.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Preferred Capital Management
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Fidelity Equity Services CorporationBroker
State Registrations2 states
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.