Gregory David Metz

Current Employers

Employment History

• 12/2002 → 03/2020
  Ameriprise Financial Services, Inc.
  Overland Park, KS
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Overland Park, KS

Other Businesses

Business Ownership; Creative Collaboration; Co-Owner and Process Manager; Manage Ameriprise Business; 5700 W 112th St, Ste 130, Overland Park, KS, 66211; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / GDM Operations LLC; Owner; Manage Ameriprise Business; 7600 Aberdeen, , Prairie Village, KS, 66208; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Collaboration; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met.; ; 5700 W 112th St., Ste 130, , Overland Park, KS, 66211; Investment-Related; 04/08/2020; 60 hours per month; 60 during trading hours / GDM Operations LLC; Owner; Manage advisory business; 7600 Aberdeen, , Prairie Village, KS, 66208; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-17

Other Names

• Greg D Metz