EXPAND FINANCIAL, LLC is an SEC-registered investment adviser (CRD 152515). Regulatory assets under management: $2.8B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Sheri Annis Baker | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | — |
| Gregory Michael Bakke | CEO | — |
| WILLIS ROBERT | MEMBER | — |
| HUMPHREY JOANNE M | MEMBER | — |
| BAKER SHERI ANNIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; MEMBER | — |
| BAKKE GREGORY MICHAEL | CEO; PRESIDENT / CEO; PRESIDENT/CEO | — |
| HUDSON JAMES D | MEMBER | — |
| BLAKE WILLIS | MEMBER | — |
| HUDSON JAMES DAN | MEMBER | — |
| HUMPHREY JOHN MACK | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 419-606-5592 |
| WACO | TX | 1 | 254-296-4015 |
| — | — | 1 | 419-606-5592 |
| WACO | TX | 1 | 254-296-4015 |