Gregory Huck
Gregory Huck is a registered investment advisor at Newedge Advisors, based in Muscatine, IA, with 33 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. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
227 Mulberry Ave, Suite B, Muscatine, IA, 52761
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2005Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Gregory sells fixed, life, and health insurance, dedicating minimal time to this activity. He also operates Financial Partners, LLC as a DBA for his LPL business full-time, is involved in land development through Hulusen Properties LLC, owns commercial real estate through LDMF, LLC, and operates Financial Partners Insurance Agency for a few hours per week.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Eagle One Investments, LLCBroker
Linsco/private Ledger CORP.Broker
Investment Centers of America, INC.Broker
State Registrations33 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.