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CEO · Expand Financial, LLC

Gregory M. Bakke

CRD 5770043 · Named on Form ADV at one SEC-registered adviser

At a glance

Expand Financial, LLC, an SEC-registered asset manager with $2.8 billion in regulatory assets, lists Gregory M. Bakke on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sheri A. BakerChief Compliance Officer, Chief Financial Officer, Expand Financial, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.