Gregory J Sagers

Current Employers

Employment History

• 02/2010 → Present
  Financial Educational Systems, Inc.
  Kaysville, UT
• 11/2014 → 12/2023
  Planmember Securities Corporation
  Carpinteria, CA
• 11/2014 → Present
  Gregory J. Sagers (Self Employed)
  Kaysville, UT
• 12/2023 → Present
  Independent Financial Group, Llc
  Riverton, UT

Previous Registrations

• 2014-11-10 → 2023-12-14
  Planmember Securities Corporation
  Kaysville, UT
  Murray, UT
  Carpinteria, CA
  Kaysville, UT
• 2013-06-27 → 2014-11-04
  Gwn Securities Inc.
  Murray, UT
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Kaysville, UT
• 2010-08-02 → 2012-12-31
  Gwn Securities Inc.
  Kaysville, UT
  Palm Beach Gardens, FL
  Lawrenceville, GA
  Palm Beach Gardens, FL
• 2010-03-08 → 2010-08-04
  Mm Ascend Life Investor Services, Llc
  Kaysville, UT
  Cincinnati, OH
• 2009-06-01 → 2010-03-17
  Morgan Stanley
  South Jordan, UT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  South Jordan, UT
• 2006-12-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  West Valley, UT

Other Businesses

DBA WILLOW CREEK WEALTH POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/22/2025 ADDRESS: 4952 Morning Cloak Way, Riverton UT 84096, United States DESCRIPTION: DBA for existing business (no change to operations), simply adding a name "Willow Creek Wealth" and launching a website with the help of marketing firm Snappy Kraken. Not sure the proper url at the moment as they change it with each revision. But Snappy Kraken claims they have submitted the site to IFG for review.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-24
• S63 Uniform Securities Agent State Law Examination
  2002-03-12

Designations

Other Names

• Gregory J Sagers
• Gregory J. Sagers
• Greg Sagers