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Gregory Peter Liesen

Geneva Financial Group LLC

Allen, TX

Geneva, IL

Oak Brook, IL

CRD 3187833

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Employer firm

Geneva Financial Group LLC CRD 142899

$7.00M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Geneva Financial Group Llc

Geneva, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-06-02
TX RA APPROVED 2010-02-12
  • IL RA
    APPROVED
    Since 2017-06-02
  • TX RA
    APPROVED
    Since 2010-02-12

Branch Locations

Allen, TX • United States

Geneva, IL • United States

2210 Midwest Rd., Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneva Financial Group Oak Brook IL 02/2007 Present
  • 02/2007 → Present
    Geneva Financial Group
    Oak Brook, IL
Previous Registrations
  • 2006-11-27 → 2007-02-23
    Investors Security Company, Inc.
    Mechanicsville, VA
    Mechanicsville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-14
S63 Uniform Securities Agent State Law Examination 1999-04-09
  • S65 Uniform Investment Adviser Law Examination
    2006-11-14
  • S63 Uniform Securities Agent State Law Examination
    1999-04-09
Other Names
  • Greg Liesen

View on SEC IAPD

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