Advisor at Expand Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Expand Financial, LLC
Location
Littleton, CO
Credentials
Series 66
Industry experience
14 years
Gregory Bakke is a financial advisor with Expand Financial, LLC in Littleton, Colorado, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at NewEdge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is involved in technology and revenue management firms serving the retirement plan industry, including leadership positions at Expand Financial LLC and Expand Revenue Management, LLC. Expand Financial advises both individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a top-down macro-environmental investment process focusing on tactical asset allocation, sector rotation, and a relative growth/value approach, offering discretionary and non-discretionary portfolio management along with fiduciary and consulting services.
Based on Expand Financial, LLC
Based on Expand Financial, LLC
Flat fees may be negotiated for investment management; Retirement Plan Services flat fees range from $100 to $75,000 annually
$200-$500 per hour for limited scope consulting projects
Littleton, CO
Colorado · Texas
NewEdge Advisors, LLC
2021 - 2024 (3 years)
EXPAND FINANCIAL, LLC f/k/a BOA, LLC
2021 - Present (5 years)
July Holdings, Llc
2021 - Present (5 years)
Mid Atlantic Financial Management, Inc.
2013 - 2021 (8 years)
Expand Revenue Management LLC
2012 - Present (14 years)
Fiduciary Insight LLC
2012 - Present (14 years)
Expand Financial Systems LLC
2011 - Present (15 years)
EXPAND FINANCIAL, LLC f/k/a EXPAND, LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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