Gregory Sintow
Green Bay, Wisconsin, 54313
Member Since 2004
Independent Investment Advisor who works soley in the best interest of the client. We are not allowed to accept any soft dollars, 12b-1 fees or commissions. A fee only Advisor helps their client prioritize the hierarchy of the decision making process. \"We\'re on your side\" . Not the Banks or the Brokerage firms. Please call me for a free consultation.
My Location
Background Information
Years of Financial Experience
- 21
Education
- Florida State University (Bachelor\'s of Science)
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 109972
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Wipfli Hewins Investment Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.wipflihewins.com
