Gregory Allen Trebil
Investment adviser representative at Tradition Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm 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
- Pension consulting
Experience
13 years in the industry.
- Private Client ServicesJan 2025 to now
- Tradition Wealth Management, LLCJul 2017 to now
- Concourse Financial Group Securities IncJul 2017 to Jan 2025
- UnemployedMar 2017 to Jul 2017
- Morgan StanleyOct 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MN).
Tradition Wealth Management LLC
$2.6BAssets managed
2,244Clients
23Advisers
22 yearsIn 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
- 2457201
- Firm CRD
- 128314