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Greeley Wealth Management CRD 307081
5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greeley Wealth Management Llc | Bend | OR | 09/2019 | Present |
| Bend Anesthesiology Group | Bend | OR | 02/2019 | Present |
| Oregon Health & Science University | Portland | OR | 08/2012 | 02/2019 |
2019-Present: Bend Anesthesiology Group/Not Investment Related/Bend, OR/Anesthesia Private Practice/Anesthesiologist/Involves up to 160 or more hours per month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-10 |
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