TrueAdvisor
TrueAdvisor
GK
GK

Greyson Kalisa

Wells Fargo Advisors
4 Years of Experience
Salt Lake City, UT
1 DisclosureBroker
View SEC Summary
View SEC Summary

Greyson Kalisa is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 4 years of industry experience. Greyson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

5201 W Amelia Earhart Dr, [Slc Rcast], Salt Lake City, UT, 84116

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2021
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2021 - Present · 4 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
More Advisors
More financial advisors in Salt Lake City, UT →All financial advisors in Utah →