Gregory Addison is a registered investment advisor at Professional Asset Management, INC, based in Lenexa, KS, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 22 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
After creating a financial plan and updating it as needed, Professional Asset Management monitors their investment recommendations for the following twelve months. The value of these monitoring services is deemed to be less than $500 of the total fees paid.
Location
19440 W. 102nd Street, Lenexa, KS, 66220
Get directionsHistory
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 →Employment History
Current Registrations
Professional Asset Management, INC
Previous Registrations
Lewer Financial Advisors, LLC
State Registrations1 state
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.