The largest investments include Spdr Index Shs Fds and Spdr Ser Tr, together worth 53.9 million. Contact Holdings Channel Meet Our Editorial Staff.Greg Yocum began his career in the financial industry in 1998. He is co-founder and Partner of ARQ Wealth Advisors. Greg graduated from Northern Arizona University in 1997 with a Bachelors degree in Business Administration. He earned his Certified Financial Planner™ designation in 2004. Greg has attained the esteemed Accredited Investment Fiduciary® (AIF® designation). The AIF® designation focuses on placing the client’s best interests ahead of all else.Īs a youth, Greg collected stamps, sports memorabilia and other investments he felt would appreciate over time. His passion for investing spilled over to Wall Street. One day while sitting down with his grandfather Greg vividly remembers him saying, “With the right tools son, you can do anything in life!” As a result, Greg purchased his first stock at the age of 18. His fascination with the capital markets along with the goal of helping others led Greg to the finance industry. ARQ WEALTH ADVISORS, LLC, SIEGEL/YOCUM ASSET MANAGEMENT, LLC, SIEGEL/ YOCUM ASSET MANAGEMENT, LLC, RUGGIERI FINANCIAL GROUP. Prior to founding ARQ Wealth Advisors, LLC Greg held the position of Senior Investment Manager at The Vanguard Group. The adviser's REGISTRATION status is listed below. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed. In this role, he managed portfolios for high net worth clients using a wide array of financial strategies including wealth accumulation, tax efficiency, and asset preservation. Greg is a native of Arizona and spent much of his childhood on the Big Island of Hawaii. Veloworx MTB Team p/b ARQ Wealth Advisors, LLC. He enjoys playing competitive tennis, traveling, scuba diving, as well as spending time with his family.
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