Craig Francis Gregozeski

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 11/2023
  Lpl Financial Llc
  Atlanta, GA
• 03/2014 → 11/2023
  Ifg Advisory, Llc
  Atlanta, CA
• 11/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2014-03-10 → 2023-12-31
  Ifg Advisory, Llc
  Atlanta, GA
• 2014-03-10 → 2014-08-28
  Ifg Advisory, Llc
  Atlanta, GA
• 2006-07-13 → 2014-03-19
  J.P. Morgan Securities Llc
  Atlanta, GA
• 2003-07-01 → 2006-07-05
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2002-07-18 → 2003-07-01
  Prudential Equity Group, Llc
  Atlanta, GA

Other Businesses

(1) 03/07/2014 - INTEGRATED FINANCIAL GROUP/ DBA ONLY/ 100%/ ATLANTA, GA (2) 03/12/2014- IFG ADVISORY, LLC- REGISTERED INVESTMENT ADVISOR- (HYBRID) IFG ADVISORY, LLC- PROVIDE ADVISORY SERVICES-PROVIDE ADVISORY SERVICES-TIME SPENT 100%- ATLANTA GA (4) 12/04/2014 - IFG ADVISORY, LLC - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) SQUIRE ASSET MANAGEMENT - TIME SPENT 168 HOURS PER MONTH - ATLANGA,GA. SQUIRE ASSET MANAGEMENT, LLC; INV RELATED; ATLANTA, GA; 100% OWNERSHIP; START DATE 11/27/2023; 175 HOURS PER MONTH; 112 HOURS DURING TRADING; FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-06
• S65 Uniform Investment Adviser Law Examination
  2000-05-30