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Gregory Duane Gardner

Investment adviser representative at The Gardner Group
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

31 years in the industry.

  1. The Gardner GroupMay 2011 to now
  2. Gardner Asset Management Group dba the Gardner GroupFeb 1995 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (TX).

The Gardner Group

Legal name: Gardner Asset Management LLC

$125.3MAssets managed
134Clients
1Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2213395
Firm CRD
114263
Advisor's SEC record (opens in a new tab)
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