Best Investors Account Sign in
Inactive

Gregory Todd Mahalick

Merit Financial Advisors

Whitefish Bay, WI

Alpharetta, GA

Claim This Profile
Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-24
  • WI RA
    APPROVED
    Since 2025-06-24

Branch Locations

421 E Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merit Financial Advisors Alpharetta GA 06/2025 Present
Asset Management For Professionals, Inc. Mequon WI 07/2006 06/2025
  • 06/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 07/2006 → 06/2025
    Asset Management For Professionals, Inc.
    Mequon, WI
Previous Registrations
  • 2006-11-09 → 2025-07-31
    Amp Wealth Management
    Whitefish Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-21
  • S65 Uniform Investment Adviser Law Examination
    2006-10-21
Other Names
  • Gregory Mahalick

View on SEC IAPD

Other Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ANNEX WEALTH MANAGEMENT, LLC
EDWARD JONES
KORBITZ FINANCIAL PLANNING LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TUCKER ASSET MANAGEMENT LLC
MML INVESTORS SERVICES, LLC

Other Investors

Angela Maria DiCastri
SOO J SCHREIBER
AMY LYNNE BERNSTROM
Daniel L Siekierski
RONALD SCOTT SCHWERTFEGER
Joseph Sherburne
ANASTASIA MEDVEDEV
Kaleb Nathaniel Widmier

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Whitefish Bay, WI
J.P. MORGAN SECURITIES LLC · Glendale, WI
ANNEX WEALTH MANAGEMENT, LLC · Whitefish Bay, WI
EDWARD JONES · Whitefish Bay, WI
KORBITZ FINANCIAL PLANNING LLC · MILWAUKEE, WI
THRIVENT INVESTMENT MANAGEMENT INC. · GLENDALE, WI
TUCKER ASSET MANAGEMENT LLC · Glendale, WI
MML INVESTORS SERVICES, LLC · Glendale, WI

More in Whitefish Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor