GB
ChFC
GB
ChFC

Gregory Bendinger

16 Years of Experience
West Des Moines, IA
1 DisclosureBroker

Gregory Bendinger is a ChFC-designated registered investment advisor at Five Talents Financial Management Group LLC, based in West Des Moines, IA, with 16 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,039 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,039 clients
Average Client Portfolio
$246K average
Assets Under Management
$256.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

FTFMG's Wealth Management Program charges up to 2% of your portfolio per year. This fee is negotiable. The fee is calculated based on the value of your investments at the end of each quarter and is deducted from your account. You'll also pay for typical account expenses like transaction fees.

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Location

1441 29th Street Ste 310, West Des Moines, IA, 50266

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History

Regulatory History (1)
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Customer Dispute
April 2014
Denied
Other Business Activities

Gregory operates Five Talents Financial Management Group as a DBA for LPL business and as a Registered Investment Advisor Hybrid, dedicating about a quarter of his time to the former and full-time hours to the latter. He also serves as a Staff Sergeant in the Iowa Air National Guard, spending about 10% of his time on this activity.

Employment History
Current Registrations
Five Talents Financial Management Group LLC
August 2020 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
LPL Financial LLC
July 2013 - January 2021 · 7 yrs 6 mos
Northwestern Mutual Investment Services,llc
August 2011 - July 2013 · 1 yr 11 mos
Northwestern Mutual Investment Services, LLCBroker
May 2009 - July 2013 · 4 yrs 2 mos
State Registrations3 states
COIAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.