Gregory James King

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 03/2015 → 07/2023
  Charles Schwab And Co
  Milwaukee, WI
• 11/2017 → 07/2023
  Charles Schwab Bank
  Milwaukee, WI
• 08/2023 → 06/2026
  Johnson Wealth Inc
  Waukesha, WI
• 08/2023 → 06/2026
  Johnson Bank
  Waukesha, WI
• 06/2026 → Present
  World Investment Advisors, Llc
  Lincroft, NJ

Previous Registrations

• 2023-08-23 → 2026-06-30
  Johnson Wealth Inc.
  Milwaukee, WI
  Waukesha, WI
• 2017-05-15 → 2023-07-27
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Milwaukee, WI
  Edina, MN
  Middleton, WI
  Brookfield, WI
  Milwaukee, WI
  Middleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2017-05-15
• S63 Uniform Securities Agent State Law Examination
  2015-11-21

Designations

• Certified Financial Planner