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GARY L. GREENBERG

EDEN PRAIRIE, MN · CRD 108423 · IAPD ↗ · 612-360-4557

$141.1MRegulatory AUM
1Advisory reps
1Employees
2Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — GARY L. GREENBERG now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
December 2024 — GARY L. GREENBERG moved its main office from MINNEAPOLIS, MN to EDEN PRAIRIE, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.