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Gregory G. Giles, J.D.

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: gregory@legacyrdawealth.com