Gregory Franklyn Kaplan
Investment adviser representative at Newfront Retirement Services, Inc.
18 yearsExperience
1 stateRegistered in
CFADesignation
$1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
18 years in the industry.
- Abd Insurance & Financial Services, Inc.Oct 2022 to now
- Newfront Retirement Services, Inc.Oct 2022 to now
- Specialized Bicycle Components, IncJan 2017 to Oct 2022
- Microsoft CorporationJul 2008 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newfront Retirement Services, Inc.
$1BAssets managed
106Clients
23Advisers
12 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
- 7695762
- Firm CRD
- 167641