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Gregory Murphy

Advisor at Zacks Investment Management, Inc.

Updated today
Zacks Investment Management, Inc. logo

Firm

Zacks Investment Management, Inc.

Location

Chicago, IL 60606

Credentials

Series 63, Series 65, Series 66

Industry experience

24 years

About

Gregory Murphy is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Zacks Investment Management since 2007 and LBMZ Securities, Inc. since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a combined quantitative and qualitative investment approach driven by proprietary models and serves both direct clients and third-party advisers through a range of investment vehicles and strategies.

Client services

Based on Zacks Investment Management, Inc.

Financial planning Portfolio management
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Expertise

Based on Zacks Investment Management, Inc.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Fee options

Percentage

$0 - $500,000: 1.80% $500,000 - $1,000,000: 1.65% $1,000,000 - $1,500,000: 1.50% $1,500,000 - $2,000,000: 1.45% $2,000,000 - $2,500,000: 1.35% $2,500,000 - $3,000,000: 1.30% $3,000,000 - $3,500,000: 1.25% $3,500,000 - $4,000,000: 1.20% $4,000,000 - $4,500,000: 1.15% $4,500,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.05% $10,000,000+: 1.00%

Performance-based

20% of total return above high-water mark quarterly for alternative investments; up to 20% of total return annually for qualified clients

Other

Account minimum: $500,000 for Wealth Management Program and individual fixed-income securities accounts; $5,000 for Zacks Advantage program; $1,100,000 for clients paying performance-based fees (or $2.2 million net worth) Minimum fee: $495 per client account for Folio accounts over $50,000; $295 per client account for Folio accounts between $20,000 and $50,000; $0 under $20,000 Fee-only: Fees negotiated on a case-by-case basis for Index Services; $0.70% to 0.35% annual fees for Zacks Advantage based on asset levels

Location

101 N. Wacker Drive, Suite 1500

Chicago, IL 60606

Most active in

Illinois · Massachusetts

Work history

LBMZ Securities, Inc.

2009 - Present (17 years)

Zacks Investment Management

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
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