Gregory Wade Gobble

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 03/2012 → 01/2017
  First Brokerage America, Llc
  St. Louis, MO
• 01/2017 → 01/2017
  Infinex Investments, Inc
  Meriden, CT
• 02/2017 → 10/2017
  Investment Professionals, Inc.
  San Antonio, TX
• 10/2017 → 04/2018
  Regions Bank
  Collinsville, IL
• 10/2017 → 04/2018
  Cetera Investment Advisers Llc
  Collinsville, IL
• 10/2017 → 04/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 04/2018 → 05/2018
  The Prudential Insurance Company Of America
  Swansea, IL
• 04/2018 → 05/2018
  Pruco Securites Llc
  Swansea, IL
• 06/2018 → 12/2019
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2018 → 12/2019
  Cuna Mutual Group
  Waverly, IA
• 12/2019 → 03/2020
  Lpl Financial Llc
  St. Louis, MO
• 12/2019 → 03/2020
  Simmons Bank
  St. Louis, MO
• 03/2020 → Present
  First Bank
  St. Louis, MO
• 03/2020 → Present
  Infinex Investments
  Meriden, CT

Previous Registrations

• 2019-12-18 → 2020-04-02
  Lpl Financial Llc
  St. Louis, MO
  Palatine, IL
  St. Louis, MO
• 2018-06-12 → 2019-12-16
  Cuna Brokerage Services, Inc.
  O'FAllon, IL
  Waverly, IA
• 2018-05-04 → 2018-05-23
  Pruco Securities, Llc.
  Swansea, IL
• 2017-10-30 → 2018-04-30
  Cetera Investment Advisers Llc
  Collinsville, IL
• 2017-02-03 → 2017-10-30
  Investment Professionals, Inc.
  Alton, IL
  San Antonio, TX
  Kansas City, MO
  Downers Grove, IL
• 2012-05-04 → 2017-01-31
  First Brokerage America, L.L.C.
  Swansea, IL
  Columbia, IL
  Red Bud, IL
  Breese, IL
  Belleville, IL
  Ofallon, IL
  Valmeyer, IL
• 2011-10-03 → 2012-03-02
  Moloney Securities Co., Inc.
  Edwardsville, IL
  Manchester, MO
• 2011-06-15 → 2011-10-14
  Alton Capital Management, Inc.
  Alton, IL
• 2011-01-03 → 2011-05-25
  Pnc Wealth Management Llc
  Belleville, IL
  O'FAllon, IL
  Waterloo, IL
  Collinsville, IL
  Edwardsville, IL
• 2010-10-18 → 2010-12-15
  Berthel, Fisher & Company Financial Services, Inc.
  Edwardsville, IL
  Edwardsville, IL
  Cedar Rapids, IA
• 2005-12-06 → 2010-11-10
  Sii Investments, Inc.
  Olney, IL
  Edwardsville, IL
  Edwardsville, IL
• 2003-06-04 → 2005-12-06
  Uvest Financial Services Group, Inc.
  Collinsville, IL
• 2001-10-19 → 2003-06-03
  Citigroup Global Markets Inc.
  St. Louis, MO

Other Businesses

1.) Investing in real estate. Starting Jan 2022. Not investment related. Buy and fix real estate for a profit.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-21
• S63 Uniform Securities Agent State Law Examination
  1990-06-06

Other Names

• Greg Gobble