Gregory Seiler
Gregory Seiler is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Portage, MI, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
950 Trade Center Way, Suite 305, Portage, MI, 49002
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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.
Learn about disclosures →Other Business Activities
Gregory is a member and property manager for 378 8th Street Plainwell LLC, dedicating a few hours per week. He is also a finance committee member for Fontana, a non-profit, and president of the board for Turtle Cove at Rockwood Lake Condominium Association, spending minimal time on each.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations27 states
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