Greggory Keele is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Wayne, IN, with 29 years of industry experience. Greggory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
6714 Pointe Inverness Way Ste 210, [Satellite], Fort Wayne, IN, 46804
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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.
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Greggory has multiple business activities, including business ownership since 2018 and another unspecified activity since 2021, each taking a few hours per week. He also serves as a Damar Foundation Board Member since 2022, dedicating about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations40 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.
Exams
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