Gregory Michael Buwick

Employer firm

Buwick Group Wealth Management, LLC CRD 301978

$24.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2014 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 06/2012 → Present
  Buwick Benefits
  Norman, OK
• 04/2019 → Present
  Buwick Group Wealth Management, Llc
  Norman, OK

Previous Registrations

• 2014-08-22 → 2019-05-02
  Investment Counseling Services, Inc.
  Norman, OK
  Norman, OK
• 2019-04-23 → 2019-05-02
  Buwick Group Wealth Management, Llc
  Norman, OK
• 2008-06-20 → 2014-09-11
  Lpl Financial Llc
  Norman, OK
  San Diego, CA
  Norman, OK
• 2003-06-09 → 2008-08-08
  Investment Advisor Solutions, L.L.C.
  Norman, OK
• 2003-01-06 → 2008-06-12
  Momentum Independent Network Inc.
  Norman, OK
  Norman, OK
• 2002-02-26 → 2006-09-13
  Rushmore Investment Advisors Inc
  Norman, OK
• 1999-12-08 → 2003-02-27
  Phillips Capital Advisors, Inc.
  Oklahoma City, OK

Other Businesses

(1) 3/8/2010 - REAL ESTATE RENTAL - PB&J, LLC, LLC- REAL ESTATE RENTAL - TIME SPENT 1%. Non-investment related (2) 4/10/2019 - Investment Advisory- Buwick Group Wealth Managment LLC, Managing Member/Chief Compliance Officer, 3000 S. Berry Rd, Norman, OK 73030Time spent appx 95%.Investment related (3) 6/29/2012 - NON-VARIABLE INSURANCE - BUWICK BENEFITS & INSURANCE GROUP - INDIVIDUAL AND GROUP LIFE AND HEALTH INSURANCE, Norman, OK INDIVIDUAL AND BUSINESS PROPERTY AND CASUALTY INSURANCE. - TIME SPENT 95% - Compensation iis commissions (4) 01/29/2014 - BUWICK GROUP - Norman, OK - FOR ACCOUNTING PURPOSES ONLY - ACCOUNTING ENTITY FOR COMMISSIONS earned. - TIME SPENT 90% -Non-investment related (5) 4/8/2021- Meant To Brach, LLC- Rental Property- 100% owner, non investment relates, 1 hr/month during non trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-15
• S63 Uniform Securities Agent State Law Examination
  1993-08-02

Other Names

• Greg Buwick