CC
Clayton Carter Kreis
CRD 1725924
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| G & O Financial Services, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
G & O Financial Services, Inc.
President/Chief Compliance Officer/Director · 10% – 25% · May 2023
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗