Gregory Alan Wambolt

Current Employers

Employment History

• 06/2010 → Present
  Wambolt & Associates, Llc
  Littleton, CO
• 05/2016 → 12/2019
  Centric Investment Group Inc
  Littleton, CO
• 01/2015 → 12/2016
  Metis Wealth Management, Llc
  Littleton, CO
• 06/2025 → Present
  Carson Wealth
  Littleton, CO
• 06/2025 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2010-06-04 → 2025-09-12
  Wambolt & Associates, Llc
  Littleton, CO
• 2016-05-13 → 2019-12-18
  Centric Investment Group Inc
  Littleton, CO
• 2016-08-26 → 2016-12-14
  Metis Wealth Management, Llc
  Littleton, CO
• 2014-05-05 → 2015-04-02
  Metis, L.L.C.
  Littleton, CO
• 2007-08-14 → 2010-06-08
  Northwestern Mutual Investment Services, Llc
  Lakewood, CO
  Littleton, CO
• 2003-12-11 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 2005-01-14 → 2006-01-27
  Network Planning Advisors, L.L.C.
  Lakewood, CO
• 2001-06-21 → 2004-12-08
  Financial Blueprints, Llc
  Lakewood, CO

Other Businesses

NAME OF BUSINESS: Wambolt Properties I, LLC NATURE: Commercial Real Estate START: 08/18/2025 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Wambolt Properties II, LLC NATURE: Commercial Real Estate START: 05/31/2024 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Conifer Ranch, LLC NATURE: Commercial Real Estate START: 04/01/2021 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Meadowview at Conifer Ranch, LLC NATURE: Residential Real Estate START: 12/17/2001 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Clifton House, LLC NATURE: Residential Real Estate START: 04/02/2021 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Longview at Conifer Ranch, LLC NATURE: Residential Real Estate START: 01/05/2022 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Conley Coffee Shop, LLC NATURE: Real Estate START: 12/14/2021 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Michael's, LLC NATURE: Residential Real Estate START: 08/09/2024 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Wambolt Cattle & Hay, LLC NATURE: Real Estate START: 11/16/2017 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: Personos NATURE: Labor Platform START: 07/01/2024 POSITION: Investor, Board Member APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board member

Exams

• S66 Uniform Combined State Law Examination
  2006-09-27
• S63 Uniform Securities Agent State Law Examination
  1995-04-28

Designations

Other Names

• Greg Wambolt
• Greg Wambolt
• Gregory Alan Wambolt
• Gregory Wambolt