Gregory Bakke is a registered investment advisor at Expand Financial, LLC, based in Littleton, CO, with 14 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,858 clients with $2.8B 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 | 1.50% |
Maximum annual advisory fee is 1.50%. Flat fees may be negotiated. Fees are assessed on all managed and non-managed assets.
Fee Estimator
Location
Littleton, CO
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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
Gregory is involved in several technology-related businesses for the financial services and retirement plan industries, including Expand Financial LLC, Expand Financial Systems, LLC, Expand Revenue Management, LLC, and Fiduciary Insight LLC. Gregory also holds an insurance license and recommends insurance products, though the time commitment for this activity is not specified.
Employment History
Current Registrations
Expand Financial, LLC
Previous Registrations
Newedge Advisors
Mid Atlantic Financial Management, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.
State Registrations2 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.