Gregory Henning
Gregory Henning is a registered investment advisor at LPL Financial LLC, based in Sun Prairie, WI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1516 W. Main Street, Sun Prairie, WI, 53590
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Gregory operates under Old National Investments and Old National Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to this. He also serves as a financial advisor at Old National Bank/ONI Wealth Mgmt, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Vision Asset Management INC
Vision Investment Services, INC.Broker
Fiserv Investor Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.