Gregory John Baumgardt

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of 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

• 05/2010 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2008-01-29 → 2010-06-10
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI

Other Businesses

Everywhere You Look, LLC Type of business: Commercial Painting Contractor Waukesha, WI Start date: 4/14/2025 Vice President Hours per week: 8 Hours during trading: 2 Provide strategic direction for the company. Baumtaine Pack, LLC Type of business: Real Estate Holding Company Waukesha, WI Start date: 4/14/2025 Owner Hours per week: 1 Hours during trading: 0 Process yearly accounting for the holding company.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-28

Designations

• Certified Financial Planner