Gregory Bisser is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Franklin, WI, with 35 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9109 W Drexel Ave, Franklin, WI, 53132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a finance committee member for Basilica of St. Josaphat Church, assisting the pastor with financial matters, dedicating minimal time. He also serves on the finance committee for Conventual Franciscans Friars of St. Bonaventure Province, offering financial advice, also dedicating minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.Broker
Natcity Investments, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Vision Asset Management INC
Vision Investment Services, INC.Broker
Focused Investments L.L.C.Broker
Ffp Securities, INC.Broker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Whitehouse & Moore Investments, INC.Broker
Blinder, Robinson & CO., INC.Broker
First Investors CorporationBroker
State Registrations15 states
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