Gregory Gavran

Current Employers

Employment History

• 09/2002 → Present
  Diversified Ins Services
  Waukesha, WI
• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2016 → 04/2019
  Kestra Financial Services, Inc
  Austin, TX
• 04/2019 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-01 → 2024-07-04
  Global Retirement Partners Llc
  Brookfield, WI
  San Rafael, CA
• 2016-04-25 → 2019-04-01
  Kestra Advisory Services, Llc
  Brookfield, WI
• 2015-03-04 → 2016-09-22
  Kestra Investment Services, Llc
  Brookfield, WI
  Aliso Viejo, CA
  Brookfield, WI
  Shorewood, IL
  Brookfield, WI
  Brookfield, WI
• 2015-03-17 → 2015-10-02
  Wealthspire Retirement Advisory
  Shorewood, IL
  Aliso Viejo, CA
• 2011-06-03 → 2015-03-11
  Woodbury Financial Services, Inc.
  Brookfield, WI
  Naples, FL
  Brookfield, WI
• 2004-12-17 → 2011-06-02
  Packerland Brokerage Services, Inc.
  Waukesha, WI
  Waukesha, WI

Other Businesses

Business Name: Diversified Retirement Solutions, LLC Investment Related: Yes Address: 100 N Corporate Drive Suite 100 Brookfield WI 53045 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Owner Start Date: 5/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales, service and advisoryBusiness Name: Strategic Retirement Partners, LLC Investment Related: Yes Address: 100 N. Corporate Dr. Suite 100 Brookfield WI 53045 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Senior Plan Consultant - responsible for sales and service of Qualified Retirement Plans. Start Date: 4/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sales, education, marketing and service of Qualified Retirement Plans.Business Name: American Serb Hall Investment Related: No Address: 5101 W. Oklahoma Ave. Milwaukee WI 53219 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Food and Entertainment Position, Title or Relationship: One of nine Directors on the board Start Date: 8/16/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Oversight of aand general strategy of operations for the organization

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-17
• S63 Uniform Securities Agent State Law Examination
  1999-10-04