Gregory Wikelius is a CFP, ChFC-designated registered investment advisor, based in Denver, CO, with 23 years of industry experience.
Location
501 S. Cherry St, Ste 580, Denver, CO, 80246
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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 ActivitiesSells Insurance
Gregory is involved in several business activities, including fixed insurance sales through North Star Consultants, North Star Brokerage, and The Hunken Agency, and insurance brokerage through North Central DI. He also owns rental properties and is an investment advisor with The Ameriflex Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations13 states
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