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Gregory Scott Schreacke

Advisor at Mutual Advisors, LLC — Elizabethtown, KY

Updated today

Credentials

Series 66

Experience

11 years

Location

Elizabethtown, KY 42701

Mutual Advisors, LLC logo

Mutual Advisors, LLC

Multi-team

Total advisors

153

Across 88 offices

Clients per advisor

64 Typical

Avg AUM per client

$916,008 High

HNW client ratio

23% Typical

About

Gregory Schreacke is a financial advisor with Mutual Advisors, LLC and holds a Series 66 credential. He has 11 years of industry experience and has held roles at firms including Raymond James Financial Services and FIRST FINANCIAL Wealth Management. Outside of advising, he serves on the board of directors for the Lincoln Trail Council of the Boy Scouts of America and chairs the finance committee at St. James Church in Elizabethtown, KY. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.

Client services

Based on Mutual Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Expertise

Based on Mutual Advisors, LLC

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance

Occupation focus

Based on Mutual Advisors, LLC

Founder/Business Owner

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Fee options

Fixed

Financial Consultation Services charged as fixed fees negotiated per project, with potential retainers up to $1,200; may include pro-rated refunds if engagement terminates early.

Percentage

$0+: Up to 2.00% annually - varies and negotiable based on complexity, services provided, experience of the IAR, and asset size; fee structures include fixed flat percentage, tiered schedule applying different rates to asset levels, or linear fee schedules with breakpoints. $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, calculated and debited quarterly in arrears based on average daily balance; can be fixed flat percentage or tiered schedule. $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting services, negotiable; may be fixed flat percentage, tiered fee schedule, or linear fee schedule.

Commissions

IARs may receive commissions and trailing 12b-1 fees in their capacity as Registered Representatives of related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; however, advisory fees are not charged concurrently on those assets.

Project-based

Financial Consultation Services may be charged based on an hourly rate as negotiated for consulting services.

Other

Minimum fee: May include a minimum quarterly fee which may be waived at the IAR's discretion. Fee-only: Financial Consultation Services charged as fixed fees negotiated per project, not to exceed $1,200 retainer when services cannot be rendered within 6 months; fees may be hourly, percentage of assets, or flat fees.

Location

See office

Elizabethtown, KY

306 N. Mulberry St.

Elizabethtown KY 42701

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

11 years of industry experience

Mutual Advisors, LLC.

2020 - Present • 6 years

Omaha, NE

Mutual Securities, Inc.

2020 - 2020 • 1 year

Camarillo, CA

Kentucky Heartland Asset Management

2019 - Present • 7 years

Elizabethtown, KY

FIRST FINANCIAL Wealth Management

2018 - 2020 • 2 years

Elizabethtown, KY

MainSource Bank

2017 - 2018 • 1 year

Elizabethtown, KY

Raymond James Financial Services Advisors Inc.

2015 - 2020 • 5 years

Elizabethtown, KY

Raymond James financial Services

2015 - 2020 • 5 years

Elizabethtown, KY

RC Giltner Services, Inc.

2015 - Present • 11 years

Elizabethtown, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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