Cory Gresham
Cory Gresham is a registered investment advisor at LPL Financial LLC, based in Stratford, WI, with 9 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
211630 Barkley Way, Stratford, WI, 54484
Get directionsHistory
Regulatory History (1)
Financial
August 2022Other Business ActivitiesSells Insurance
Cory operates Financial Strategies of Wisconsin LLC as a DBA for his LPL business, dedicating nearly full-time hours. He also engages in tax preparation/accounting through FINSTRAT TAX LLC, spending about 10-20% of his time, and holds a Federal Firearms License, spending minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
The Huntington Investment CompanyBroker
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Thrivent Investment Management INC.Broker
State Registrations8 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.