Gregory Michael Bakke
Investment adviser representative at Expand Financial, LLC
18 yearsExperience
2 statesRegistered in
$2.8BFirm assets
5 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Expand Financial, LLCJan 2022 to now
- Expand Financial, LLC F/k/a Boa, LLCMay 2021 to now
- July Holdings, LLCJan 2021 to now
- Expand Revenue Management LLCDec 2012 to now
- Fiduciary Insight LLCAug 2012 to now
- Expand Financial Systems LLCMar 2011 to now
- Expand Financial, LLC F/k/a Expand, LLCNov 2008 to now
- Newedge Advisors, LLCNov 2021 to Jan 2024
- Mid Atlantic Financial Management, Inc.Jan 2013 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Expand Financial, LLC
$2.8BAssets managed
1,858Clients
7Advisers
5 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
- 5770043
- Firm CRD
- 152515