Gregory M Young

Employer firm

Apforia CRD 327176

$102M regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 09/2014 → 02/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2014 → 02/2019
  Northwestern Mutual Investment Services Llc
  Providence, RI
• 01/2016 → 02/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2018 → Present
  Ahead Full Wealth Management, Llc
  North Kingstown, RI
• 10/2024 → Present
  Apforia
  Virginia Beach, VA

Previous Registrations

• 2019-02-08 → 2025-11-18
  Ahead Full Wealth Management, Llc
  North Kingstown, RI
• 2015-08-14 → 2019-02-11
  Northwestern Mutual Investment Services, Llc
  Providence, RI

Other Businesses

Adjunct Professor at Johnson & Wales University Business, Finance, & Accounting Department beginning in March 2020. This business is not investment related and academic in nature. This will take 5% of my time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  2014-12-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Gregory M Young