Gregory Zott
Gregory Zott is a registered investment advisor at USA Financial Securities LLC, based in Ada, MI, with 46 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M 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 | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
6020 E. Fulton Street, Ada, MI, 49301
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Gregory is involved with GNZ Financial since 1987, selling life insurance and annuities. He is compensated through commissions.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Wrp Investments, INC.Broker
Main Street Management CompanyBroker
Cna Investor Services, INC.Broker
Mariner Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations4 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.
Exams
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