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General Inquiries 1-888-300-4975
Gregory G. Giles, J.D.
Statement to Clients
A 5th-generation Midwesterner (my maternal great-great-grandparents settled near Sgt. Bluff, Iowa in the late 1850s), I learned early on the value of financial planning, and became an advisor to translate my passion for the markets into a means by which to help clients secure their financial futures. My aim, working with clients in a multi-generational approach, is to create financial plans which mesh with their existing estate and tax planning outlooks, and to help them achieve a secure retirement.
After 25+ years in the entertainment industry, I joined the financial services field in late 2014. If you are seeking a financial advisor with whom you can feel comfortable discussing your retirement plans, and the many components which comprise your goals, please contact me. I am currently accepting new clients desiring a personable, purposeful wealth management experience. An initial consultation is always complimentary.
Background Information
Business Background:
RDA Financial Network, Inc.
Investment Advisor Representative
2017 – Present
Legacy Financial LLC
Vice President
2017-Present
United Planners Financial Services
Registered Representative
2017 – 2019
Robert W. Baird Inc.
Investment Advisor Representative
Registered Administrative Representative
2015 – 2016
Self Employed
Freelance Entertainment Professional
1989 – 2014
Giles Law Office
Associate Attorney-at-Law
1988-1989
Education:
Brown University
Bachelors of Arts – American Civilization/Anthropology – 1984
University of South Dakota
Juris Doctorate Law – 1988
Master of Arts Theatre – 1989
Designations/Licenses:
Series 66 (currently holding), 7 (passed)
Health, Life, Variable Life Insurance
Juris Doctor (JD): licensed to practice, Iowa &
South Dakota (inactive status)
Disciplinary Information:
Greg has no disciplinary information history to disclose.
Disclosure:
Advisory services offered through RDA Financial Network, a registered advisor. RDA Financial Network, d/b/a Legacy Financial. RDA Financial, Heritage Bank & Legacy Financial are not affiliated. Investments are not FDIC insured, not a deposit, not bank guaranteed and may lose value.
Gregory G. Giles, J.D.
Investment Advisor Representative – RDA Financial
Vice President – Legacy Financial LLC
Phone: 712.587.8070
505 5th Street #100
Sioux City, IA 51101
Fax: 712.258.6633
Email: [email protected]