Cory Gresham
Cory Gresham is a registered investment advisor at LPL Financial LLC, based in Stratford, WI, with 9 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 Registrations9 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.