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Expert Review

Greg Tschetter: Is He Charged with Hidden Fees, Disclosures, Lawsuits? Exposed! (Update 2024)

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Who is Greg Tschetter (CRD#: 2748065)?Everything you need to know about Greg Tschetter and their accolades

Greg Tschetter is a financial advisor at Edward Jones in Minot, North Dakota, with over 20 years of expertise. He specializes in financial strategies, retirement plans, insurance plans, and estate planning.

Greg has obtained the Accredited Asset Management Specialist™ or AAMS™ professional accreditation since joining Edward Jones in 2000 to better serve his clients. Being named one of Barron’s Top 1,200 Financial Advisors since 2015 gives him great pride. He graduated from the Grand Forks campus of the University of North Dakota with a bachelor’s in business administration.

He provides practical, reliable solutions to help people and families with multiple generations navigate difficulty, live comfortably, and leave lasting legacies. He takes pride in getting to know each client’s background and specific financial demands. His team does too. He uses a tried-and-true method to assist clients in creating a tailored strategy to meet their specific objectives.

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Historical Rankings: Barron’s Top 1200 Financial Advisors in 2015, 2016, 2017, 2018, 2019, 2020, and 2021, awarded February or March each year, data as of September of the prior year.

He resides in Minot, North Dakota, with his wife Nancy, his three daughters Brenna, Becca, and Ben, as well as their dog, Nelli. He likes to spend time with his loved ones and friends. Their family enjoys going on hikes and skiing, as well as other outdoor activities. He has a strong sense of responsibility for his neighborhood and is currently an active board member of the International Music Camp.

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About Edward JonesHistory, achievements, leadership, lawsuits, & disputes

A 100-year-old company, Edward Jones was created for the present. In contrast to institutions, they focus on assisting private investors. Additionally, because they are a privately held business, they may put more emphasis on building relationships than maximizing shareholder returns.

Broker-dealer and investment advisor registrations for Edward Jones are dual. An asset-based fee is charged for investment advisory services provided by Edward Jones Advice Solutions®, a wrap fee program.

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History of Edward Jones

To treat employees equally and clients properly, Edward D. Jones Sr. founded Edward D. Jones & Co. in 1922. He made it clear that his company would treat partners as well as employees as partners. A desk, three seats, and a hat rack are all that is present in the company’s office, which is located in downtown St. Louis.

After working at an Edward Jones correspondent firm in New York, Ted Jones, Edward Jones Sr.’s son, returns to St. Louis. He joined the company as its 18th broker, initially working out of Montgomery City, Missouri, and eventually the Clayton suburb of St. Louis. He established his business there over a hardware store and started by traveling 150 miles every day to several nearby areas to sell stocks out of the trunk of his car.

Services offered by Edward Jones

It provides services on wealth strategies that include Edward Jones Advisory Solutions, Edward Jones Guided Solutions, and Client Consultant Group. The financial needs, such as those relating to insurance, retirement planning, and education funds, can be met by Edward Jones through a consultative, tailored approach.

Investment Planning Process of Edward Jones

Edward Jones is registered and provides services as both a broker-dealer and an investment adviser. Provided below is a summary of our brokerage and investment advisory services, as well as the differences in legal and regulatory responsibilities that apply to these services.

The investment plans of Edward Jones include Stock Selection, Bonds, CDs & other fixed-income investments, Mutual Funds,

Exchange-traded Funds, Unit Investment Trusts, Donor Advised Funds, etc.

It also provides Insurance & annuities like Permanent life insurance, Term Life Insurance, Long-term Disability insurance, Long-term care Insurance, etc. In addition to all of these services, they provide a lot more.

Fees Under Edward Jones

 Broker-dealer and investment adviser registered on two different registers is Edward Jones. Investment advisory services are offered through the wrap fee program known as Edward Jones Advice Solutions® for an asset-based fee.

 A client may choose Fund Models, which invest in connected mutual funds (if available), unaffiliated mutual funds, and exchange-traded funds (ETFs), or UMA Models, which additionally incorporate separately managed allocations (SMAs), depending on the minimal commitment they are willing to make. 

Theo Jones A client-directed advisory program called Guided Solutions® was created to offer clients ongoing investment advice, direction, and services in exchange for an asset-based fee. Depending on their minimum investment, clients can choose between a Guided Solutions Flex Account and a Guided Solutions Fund Account, which both allow for the purchase of eligible stocks, bonds, and certificates of deposit (CDs), as well as eligible mutual funds and exchange-traded funds (ETFs). 

Accounts in the Guided Solutions Fund Account do not have a minimum balance requirement and can be opened with an initial investment of less than $5,000. These accounts are restricted in the number and types of investments that may be bought or retained until they exceed $5,000. 

The Select Account program might not accept certain brokerage accounts. Flex Fund accounts, ERISA retirement plans, some non-ERISA retirement plans, and pooled employer retirement plans are among the accounts that fall under this category. For more details, please get in touch with your financial advisor. A $10,000 minimum purchase amount might be needed to buy annuities in a Select Account.

What is SEC?

The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.

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Greg Tschetter Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Greg Tschetter

The brokerCheck report of Greg Tschetter includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.

No disclosure has been mentioned about Greg Tschetter.

22/12/2023 Update
As of now, Greg Tschetter has not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by his victims. Furthermore, he has only focused on propagating his fake PR.
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Financial Advisors often remove their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any conflicts in the past.

FINRA’s BrokerCheck

individual_2748065.pdf (finra.org)

SEC Litigations & Forms

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Source: Greg Tschetter – SEC Site Search Search Results

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Greg Tschetter Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Greg Tschetter

Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law, and Law360. If Greg Tschetter has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against Greg Tschetter which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Greg Tschetter on these websites, you can contact the local authorities and check if they have a physical copy of any cases.

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Greg Tschetter Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Greg Tschetter (if available)

The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Greg Tschetter using the websites down below:

You can contact the law firms mentioned above if facing issues with Greg Tschetter or any financial advisor.

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Better Alternatives To Greg Tschetter (By Experts):Find the top 3 alternatives to Greg Tschetter

These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
You can check out the top 10 financial advisors in the U.S. to learn more.
Screenshot 2023 05 23 at 11.26.30 PM

Manages Assets Worth

  • $714,587,898,072

Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Publication of periodicals
1625686851535

Manages Assets Worth

  • $173,418,270,044

Services

  • Financial planning
  • Portfolio management
  • Portfolio assessment
Screenshot 2023 05 23 at 11.45.48 PM

Manages Assets Worth

  • $46,803,858,104

Services

  • Portfolio management

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