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Gregory Ivan Baranivsky

Investment adviser representative at Twele Capital Management, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$578.5MFirm 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 assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Twele Capital Management, Inc.Mar 2020 to now
  2. Eaton Vance Distributors, Inc.Apr 2013 to Mar 2020
  3. Parametric Portfolio AssociatesJan 2013 to Mar 2020

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

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

Twele Capital Management, Inc.

$578.5MAssets managed
67Clients
3Advisers
19 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
2653751
Firm CRD
130239
Advisor's SEC record (opens in a new tab)
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