Greg Klingler [ChFEBC℠]
1362 Mellon Road
Hanover, MD 21076
Original Certificate Date: 7/30/2009
ChFEBC℠ Number: 290AG017K
Organization: GEBA Wealth Management
Broker Dealer: Cape Securities Inc.
States Currently Licensed: MD, CA, DE, FL, GA, NC, PA, TX, VA
State Insurance #: 100005501
CRD #: 4641806
CFP #: 269091
Primary Insurance: Prudential, Pacific Life, Mutual of Omaha, Mass Mutual, Banner Life, Americo, Ocean View, F & G, Midland National, Jackson National, North America, Protective
Primary Investment: American Funds, Morningstar Advisors, Prudential, Pacific Life, Vanguard, T. Rowe Price, Fidelity
Services: Full service financial planning or any portion thereof. Retirement planning, college planning, money management, legacy planning, pension maximization, TSP review, assisting federal employees meet their retirement goals.
Additional Information: We believe in a free no obligation financial planning session BEFORE we make recommendations. We feel that this system provides and creates the best advice for federal employees