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Gregory G. Giles

Gregory G. Giles
Statement to Clients
A 5th generation Midwesterner (my maternal great-great grandparents settled near Sgt. Bluff, Iowa in the late 1850’s), 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 achieve secure retirement. After 25 plus 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. As always, an initial consultation is 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 – Present

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 7 and 66

Life and Health Insurance, Health Insurance, and Variable Products

Disciplinary Information:

Greg has no disciplinary information history to disclose.

Gregory G. Giles

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: gggiles@legacyfinancialllc.com