Best Investors Account Sign in
Claim This Profile
Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-02-08
  • WI RA
    APPROVED
    Since 2021-02-08

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

800 Wisconsin Street Bld. D02, Unit 5, Suite 402, Eau Claire, WI 54703 • 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
Principal Life Insurance Company Altoona WI 05/2014 02/2021
Princor Financial Services Corporation Altoona WI 05/2014 02/2021
Area Financial Services Altoona WI 05/2014 11/2020
Onedigital Investment Advisors Llc Overland Park KS 11/2020 Present
Triad Advisors Norcross GA 02/2021 08/2024
Osaic Wealth, Inc. Eau Claire WI 08/2024 Present
  • 05/2014 → 02/2021
    Principal Life Insurance Company
    Altoona, WI
  • 05/2014 → 02/2021
    Princor Financial Services Corporation
    Altoona, WI
  • 05/2014 → 11/2020
    Area Financial Services
    Altoona, WI
  • 11/2020 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 02/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Eau Claire, WI
Previous Registrations
  • 2014-06-11 → 2021-02-11
    Altoona, WI
    Altoona, WI
    Wauwatosa, WI
  • 2012-01-04 → 2014-06-03
    Ameritas Investment Company, Llc
    Holcombe, WI
    Altoona, WI
    Altoona, WI
  • 2009-05-28 → 2012-01-09
    Eau Claire, WI
    Eau Claire, WI
    Eau Claire, WI
    Fort Mill, SC
    Eau Claire, WI
Other Businesses

1) ONEDIGITAL; INVESTMENT RELATED; 800 WISCONSIN STREET, BLD D02; UNIT 5, SUITE 402; EAU CLAIRE, WI, 54703; INSURANCE; EMPLOYEE BENEFITS; 11/1/2020; 25 HRS/MONTH DEVOTED; 10 HOURS DURING TRADING; SALE AND SERVICE OF EMPLOYEE BENEFITS TO EMPLOYERS __|__ 2) EAU CLAIRE COMMUNITY FOUNDATION; NOT INVESTMENT RELATED; 306 S BARSTOW STREET #104, EAU CLAIRE, WI 54701; NON PROFIT, BOARD OF DIRECTORS MEMBER; 7/1/2020; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; VOTING MEMBER TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS OF THE ORGANIZATION __|__

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-27
S63 Uniform Securities Agent State Law Examination 2003-08-11
  • S65 Uniform Investment Adviser Law Examination
    2009-05-27
  • S63 Uniform Securities Agent State Law Examination
    2003-08-11
Other Names
  • Greg Bremer
  • Gregory R. Bremer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor