Jeffrey Wallgren is a registered investment advisor, based in Fargo, ND, with 14 years of industry experience.
Location
6048 31st St S, Fargo, ND, 58104
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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
Jeffrey is involved with Financial Advantage Wealth Management LLC, Great Plains Advisory Services LLC, GPAS LLC, and GPFS LLP, spending about half his time on these activities. He is a partner in Great Plains Advisory Services LLC, a Registered Investment Advisor.
Employment History
Current Registrations
Great Plains Financial Services, LLP
Great Plains Financial Services, LLPBroker
Great Plains Advisory Services LLC
Previous Registrations
Global Assets Advisory, LLC
International Assets Investment Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
State Registrations5 states
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