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Gregory David Schnelzer

Victory Financial Services LLC

Medina, OH

CRD 4581410

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Employer firm

Victory Financial Services LLC CRD 291184

$13.7M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Victory Financial Services Llc

3637 Medina Rd Suite 345C, Medina, OH 44256 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-06-29
  • OH RA
    APPROVED
    Since 2018-06-29

Branch Locations

3637 Medina Rd Suite 345C, Medina, OH 44256 • 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
Cambridge Investment Research, Inc Fairfield IA 01/2012 06/2018
Cambridge Investment Research Advisors, Inc Fairfield IA 01/2012 06/2018
Victory Financial Services Llc Akron OH 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-03
  • S66 Uniform Combined State Law Examination
    2003-11-03
Other Names
  • Greg David Schnelzer

View on SEC IAPD

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Nearby Investors

WILLIAM HENRY ZUFALL
SANDRA LEE GASSER
ROBERT EUGENE OCH

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MEDINA, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Medina, OH
RAYMOND JAMES & ASSOCIATES, INC. · MEDINA, OH

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