Brandon Wayne Gregg

Employer firm

Bbk Wealth LLC CRD 311324

$62.6M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 04/2015 → Present
  Fifth Third Securities
  Lafayette, IN
• 11/2021 → Present
  Bbk Wealth Llc
  Lafayette, IN

Previous Registrations

• 2015-04-10 → 2021-11-02
  Fifth Third Securities, Inc.
  Lafayette, IN
  Carmel, IN
  West Lafayette, IN
  Lafayette, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Fowler, IN
  Westfield, IN
  Lafayette, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
  Westfield, IN
• 2015-01-02 → 2015-01-23
  Edward Jones
  Lafayette, IN
  Lafayette, IN
  St Louis, MO

Other Businesses

Brandon Gregg is an 1/3 owner in Property Genesis LLC. This makes up approximately 1% of his time.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-07

Designations

• Certified Financial Planner