Greg Klingler

Greg Klingler [ChFEBC℠]

1362 Mellon Road
Suite 100
Hanover, MD 21076

Original Certificate Date: 7/30/2009

ChFEBC℠ Number: G0912A7K0

Organization: GEBA Wealth Management

Broker Dealer: Cape Securities Inc.

Phone: 800-826-1126
Cell: 818-481-3899



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