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Gregory Hagen

29 Years of Experience
Broker

Gregory Hagen is a registered investment advisor at Piper Sandler & CO., based in Portland, OR, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$2.0B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1300 SW Fifth Ave., Suite 3650, Portland, OR, 97201

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Gregory is a board member/director for Operation Spartan Flags, a charitable organization, since 2018. He serves on the finance committee and dedicates minimal time to this role.

Employment History
Current Registrations
Piper Sandler & CO.
August 2016 - Present · 9 yrs 8 mos
Piper Sandler & CO.
April 2002 - Present · 24 yrs
Piper Sandler & CO.Broker
April 2002 - Present · 24 yrs
Previous Registrations
Piper Jaffray Investment Management, LLC
April 2012 - December 2016 · 4 yrs 8 mos
Fiduciary Asset Management INC.
September 2010 - April 2012 · 1 yr 7 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - May 2003 · 5 yrs 8 mos
U.S. Bancorp SecuritiesBroker
November 1996 - September 1997 · 10 mos
State Registrations22 states
AKALAZCACOFLHIIDKSLAMIMNMOMTNMNVNYORTXUTWAWI
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.