Keith Robert Mcgregor

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

• 06/2023 → 07/2025
  Jpmorgan Chase Bank, N.A.
  Saginaw, MI
• 11/2024 → 07/2025
  J.P. Morgan Securities Llc
  Saginaw, MI
• 05/2022 → 08/2022
  Golden Glow
  Saginaw, MI
• 09/2021 → 08/2023
  Delta College
  University Center, MI
• 11/2022 → 12/2022
  Horizons Conference Center
  Saginaw, MI
• 05/2021 → 09/2021
  Covenant Health Care
  Saginaw, MI
• 10/2020 → 04/2021
  Covenant Health Care
  Saginaw, MI
• 08/2020 → 04/2023
  Delta College
  University Center, MI
• 12/2017 → 01/2023
  Dpw, Inc.
  Saginaw, MI
• 03/2020 → 10/2020
  Meijer Stores
  Saginaw, MI
• 01/2024 → Present
  Golden Glow Ballroom
  Saginaw, MI
• 12/2019 → 01/2020
  Morley Companies
  Saginaw, MI
• 05/2019 → 12/2024
  Northwood University
  Midland, MI
• 07/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Owosso, MI
• 09/2015 → 05/2019
  Heritage High School
  Saginaw, MI

Other Businesses

Entity Name: Golden Glow Ballroom Investment related: No "Address: Address: 2950 S Graham Rd, Saginaw, MI 48609 Website: https://www.goldenglow.com/ " Nature of the other business: Event Services Position/Title/Relationship: Employee/Contractor Start Date: 01/30/2024 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company host events for individuals and business. Typically weddings and celebration of life parties. I there will be a bartender catering drinks for the guest needs. I will only be working with them during the wedding season and roughly working 10 hours per shift once maybe twice a week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-14
• S63 Uniform Securities Agent State Law Examination
  2025-04-09

Other Names

• Keith Mcgregor
• Keith Robert Mcgregor