Greg Charles Greer

Current Employers

Employment History

• 04/2008 → 09/2016
  Cetera Advisors, Llc
  Denver, CO
• 09/2016 → 02/2020
  United Planners Financial Services
  Scottsdale, AZ
• 09/2012 → 02/2020
  Liebau Greer Wealth Management Group (Dba)
  Wichita, KS
• 10/2016 → 02/2020
  Lg Advisory Group, Llc
  Wichita, KS
• 11/1991 → Present
  Greg Greer - Sole Proprietor
  Wichita, KS
• 02/2020 → Present
  Greer Financial Solutions, Llc (Dba)
  Wichita, KS
• 02/2020 → Present
  Creativeone Securities, Llc Formerly Client One Securities, Llc
  Overland Park, KS

Previous Registrations

• 2016-10-04 → 2020-03-12
  Lg Advisory Group, Llc
  Wichita, KS
• 2016-09-30 → 2016-10-28
  United Planners' Financial Services Of America A Limited Partner
  Wichita, KS
  Wichita, KS
  Scottsdale, AZ
• 2008-04-07 → 2016-10-06
  Cetera Advisors Llc
  Wichita, KS
  Overland Park, KS
• 2007-03-21 → 2008-04-10
  Investment Advisors Corp
  West Des Moines, IA
• 2007-01-12 → 2007-03-01
  Sii Investments, Inc.
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS

Other Businesses

(1) GREER FINANCIAL SOLUTIONS, LLC (DBA); INVESTMENT-RELATED; 10333 E 21ST NORTH, STE 301, WICHITA, KS 67206; INVESTMENT AND INSURANCE SERVICES; OWNER; BEGAN MAR 2020; APPROXIMATELY 120 HOURS PER MONTH, WITH 120 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DBA FOR MARKETING PURPOSES. (2) GREER FINANCIAL SOLUTIONS, LLC; INVESTMENT-RELATED; 10333 E 21ST NORTH, STE 301, WICHITA, KS 67206; FIXED AND INDEXED LIFE AND ANNUITIES THROUGH CREATIVE ONE AND OTHER VENDORS; OWNER/AGENT; BEGAN MAR 2020; APPROXIMATELY 40 HOURS PER MONTH, WITH 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND SERVICE.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-14
• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1999-09-30