Gregory Michael Bakke
Investment Adviser Representative at Expand Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gregory Michael Bakke is an investment adviser representative with Expand Financial, LLC in Littleton, CO, where they have been registered since 2021. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Newedge Advisors and MID Atlantic Financial Management, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MID Atlantic Financial Management, Inc.Jan 2013 – Nov 2021Pittsburgh, PA
- EXPAND FINANCIAL, LLC f/k/a BOA, LLCMay 2021 – no end date reportedMansfield, OH
- JULY Holdings, LLCJan 2021 – no end date reportedWaco, TX
- EXPAND FINANCIAL, LLC f/k/a EXPAND, LLCNov 2008 – no end date reportedLittleton, CO
- Expand Revenue Management LLCDec 2012 – no end date reportedLittleton, CO
- Fiduciary Insight LLCAug 2012 – no end date reportedGreenwood Village, CO
- Expand Financial Systems LLCMar 2011 – no end date reportedLittleton, CO
- Newedge Advisors, LLCNov 2021 – Jan 2024New Orleans, LA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Expand Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Littleton, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Michael Bakke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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