Gregory William Foss

Employer firm

Nadler Financial Group, Inc. CRD 122617

$2.18B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.; EDUCATION PLANNING AND ASSISTANCE WITH ESTABLISHING 529 PLANS

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

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

Current Employers

Employment History

• 10/2018 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA
• 10/2018 → Present
  Nadler Financial Group
  Deerfield, IL
• 01/2012 → 10/2018
  Tandem Hr, Inc
  Westchester, IL

Other Businesses

NADLER FINANCIAL GROUP; INVESTMENT RELATED; DEERFIELD, IL; RIA; 401(k) PLAN ADVISOR; ACTIVITY BEGAN 10/2018; I DEVOTE APPX 160 HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; EDUCATE CLIENT EMPLOYEES ON THE BENEFITS OF 401(k)PLAN.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22