GK
CFP
GK
CFP

Gregory Patrick Klingler

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
33 advisors
Number of Clients
1,634 clients
Average Client Portfolio
$246K average
Assets Under Management
$402.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$350
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Location

1362 Mellon Road Suite 100, Hanover, MD, 21076

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Gregory is the COO and VP of Wealth Management at Government Employee Benefit Association (GEBA), dedicating full-time hours to this role, which includes interacting with clients and overseeing compliance. He is also a real estate agent, spending minimal time buying and selling homes for clients.

Employment History
Current Registrations
American Global Wealth Management, INC.
January 2023 - Present · 3 yrs 1 mo
American Global Wealth Management, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Cape Investment Advisory, INC.
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Cape Securities INC.Broker
April 2010 - December 2024 · 14 yrs 8 mos
Investment Advisors CORP
July 2009 - April 2010 · 9 mos
Broker Dealer Financial Services CORP.Broker
July 2009 - April 2010 · 9 mos
Financial West GroupBroker
October 2008 - June 2009 · 8 mos
Financial West Group
October 2008 - June 2009 · 8 mos
Morgan Peabody, INC.Broker
July 2007 - October 2008 · 1 yr 3 mos
Fsc Securities Corporation
December 2004 - July 2007 · 2 yrs 7 mos
Fsc Securities CorporationBroker
December 2004 - July 2007 · 2 yrs 7 mos
Partnervest Advisory Services LLC
November 2004 - December 2004 · 1 mo
Partnervest Securities, INC.Broker
November 2004 - December 2004 · 1 mo
AXA Advisors, LLC
August 2003 - December 2004 · 1 yr 4 mos
AXA Advisors, LLCBroker
August 2003 - December 2004 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
June 2003 - June 2003 · 0 mos
American Express Financial Advisors INC.Broker
June 2003 - June 2003 · 0 mos
American Express Financial Advisors, INC.
June 2003 - June 2003 · 0 mos
State Registrations16 states
AZCACODEFLGAHIMAMDNCOHPASCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Patrick Klingler - Financial Advisor | TrueAdvisor