Gregory Braun is a CFP-designated registered investment advisor, based in Broken Arrow, OK, with 32 years of industry experience.
Location
8320 South 4th Street, Broken Arrow, OK, 74011
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an independent contractor for Braun World Network, an insurance agent for United Health Care and Ben Admin for the Self-Employed, and an agent for Avantax Insurance Agency/Services selling annuities and variable insurance products. He also owns Braun Financial Services, a financial planning firm, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Commonwealth Equity Services, INC.Broker
Investacorp, INC.Broker
State Registrations16 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.