Based in Fort Collins, Colorado, Financial Advisor Gregory Thoke has over ten years of distinguished service in the financial industry. His exceptional skills and client dedication have won him multiple awards throughout his impressive career. Beyond his professional commitments, he deeply appreciates his family, skiing, volunteering, and outdoor adventures. His love for nature complements his dedication to guiding others through the intricate terrain of financial planning.
Gregory employs his extensive skills as a Financial Advisor to help clients shape a secure financial future. He delights in genuinely impacting his clients' lives by steering them toward insightful financial decisions. he sees his role not just as a professional guide but also as a friend and confidant.
Launching his career in financial planning directly after college, his journey has been marked by consistent displays of prowess. His career path is highlighted by countless client testimonials praising his professional expertise and resilience.
Gregory developed his academic foundation at the University of Northern Colorado, where he refined his analytical and financial competencies. This set the course for his success as a financial planner. He graduated with a degree in Finance from the Monfort College of Business in 2012.
Throughout his career, Gregory has received numerous recognitions testifying to his commitment and proficiency in financial planning. His collection of honors includes: The Waddell and Reed Crest Awards (2018, 2020). Advisor Medalist Platinum (2019, 2020). The Jackson National Stars Club (2017). He was also named to the Waddell and Reed Circle of Champions in 2017 and 2018, bagged the Waddell and Reed Pacesetter Award in 2014, and achieved a milestone of delivering 100 Financial Plans in 2016.
Financial Advisor - Fort Collins, Colorado, United States
Delivered 100 Financial Plans
Delivered 100 Financial Plans
2016
EDUCATION Monfort College Of Business
Finance
2012 Fort Collins, Colorado, United States
AWARDS Waddell And Reed Crest Awards
Waddell and Reed Crest awards
2018
Waddell and Reed Crest awards
2020
Advisor Medalist Platinum Advisor Medalist Platinum
2019 Advisor Medalist Platinum
2020
Jackson National Stars Club
2017
Inducted into the Waddell and Reed Circle of Champions
2017
Inducted into the Waddell and Reed Circle of Champions
2018
Waddell and Reed Pacesetter Award
2014