Greg Halat is a registered investment advisor, based in Madison, WI, with 22 years of industry experience.
Location
2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711
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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
Greg is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance and employee benefits, dedicating a few hours per week. He also co-chairs the golf committee at Blackhawk Country Club, spending minimal time, and works as a financial professional for North Star Resource Group, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations27 states
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