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Detailed Report
WESLEY BISHOP GALLENBERGER
CRD#: 7292780
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 469 Security Blvd
Green Bay, WI 54313
Registration History
2020202120222023202420252026IACREATIVE PLANNING (CRD# 105348)2022 - Present (2 years)IAWIPFLI FINANCIAL ADVISORS, LLC (CRD# 109983)2020 - 2022 (2 years)
License(s)

State Registrations

IA
Wisconsin 10/17/2022
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
469 Security Blvd, Green Bay, WI 54313
Registered with this firm since 10/17/2022
Previous Registration(s)
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 09/02/2020 - 10/18/2022 WIPFLI FINANCIAL ADVISORS, LLC (CRD#:109983) GREEN BAY, WI
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.