Cory M Gresham

Current Employers

Employment History

• 08/2015 → 06/2019
  Huntington National Bank
  Ironwood, MI
• 09/2016 → 02/2017
  Lpl Financial Llc
  Ironwood, MI
• 02/2017 → 06/2019
  The Huntington Investment Company
  Ironwood, MI
• 01/2020 → 07/2020
  Jpmorgan Chase Bank, N.A.
  Stevens Point, WI
• 01/2020 → 07/2020
  J.P. Morgan Securities Llc
  Stevens Point, WI
• 07/2019 → 12/2019
  Gogebic Range Bank
  Ironwood, MI
• 06/2019 → 07/2019
  State Farm
  Ironwood, MI
• 11/2020 → 06/2021
  Lpl Financial Llc
  Marshfield, WI
• 07/2020 → 06/2021
  First State Bank
  Marshfield, WI
• 06/2021 → 07/2023
  Woodbury Financial Services Inc
  Stratford, WI
• 08/2023 → Present
  Lpl Financial Llc
  Stratford, WI

Previous Registrations

• 2021-11-17 → 2023-08-03
  Woodbury Financial Services, Inc.
  Stratford, WI
• 2006-01-20 → 2006-05-22
  Wells Fargo Investments, Llc
  Ironwood, MI

Other Businesses

1) 07/2023 - Financial Strategies of Wisconsin LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 120 Hrs per month 2) 07/2023 - FINSTRAT TAX LLC / Tax Prep/Accounting/CPA / Inv. Related / Stratford WI - Start date 01/02/2023 - 20 Hrs per month 3) 07/2023 - Financial Strategies of Wisconsin LLC / Non-Variable Insurance / Inv. Related / Stratford WI - Start date 08/01/2023 - 4 Hrs per month 4) 07/2023 - Notary / Inv. Related / Stratford WI - Start date 08/01/2023 - Time spent percent 1% 5) 09/11/2024 - Business Owner - Federal Firearms License-Owner - Not Investment Related - Home Based - Start Date 10/01/2024 - 2 Hours Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-16
• S63 Uniform Securities Agent State Law Examination
  2016-10-31
• S66 Uniform Combined State Law Examination
  2005-08-05

Other Names

• Cory Michael Gresham