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Todd G
Series 63, Series 65
Springfield, MO
AE Wealth Management, LLC
Todd Gregory is a financial advisor at AE Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Gold Consultants and D.H. Hill Advisors. He is the owner of The Gregory Group, LLC (dba Gregory Wealth Advisory) and Gregory Insurance Services, LLC (dba Gregory Financial), through which he provides investment and insurance services. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with a platform-focused approach.
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