The Gregory Difference
Some want to make an impression. Gregory Wealth Advisory wants to make a difference. The team isn’t about fancy jargon or complex strategies that few can follow; they’re dedicated to helping you work towards the financial confidence, knowledge, simplicity, and service you deserve.
Todd Gregory Wealth Advisor
Born and raised in the Midwest, Todd has always had a practical appreciation for money. He understands the hard work and sacrifice families put into their savings and approaches their retirement planning with a singular mission: to help them keep more of what they’ve built.
Unlike large financial companies that focus their efforts on investing your money simply to build wealth, Todd goes beyond portfolio diversification to help protect and grow your life savings by adding the use of tax-efficient income strategies. It’s this difference in philosophies that helps Todd’s clients keep their hard-earned money in their hands to help fuel a more confident, more satisfying retirement.
Todd is committed to using his advanced knowledge of traditional and new income-oriented investments to help ensure your and your family's well-being. He adheres to the Institute of Business & Finance (IBF) Standards of Practice, which means he will always place the needs and interests of his clients first, when providing investment advisory services advice, and ensure their investments are consistent with their goals and risk tolerance.
Todd is a graduate of the University of Nebraska, a requested industry speaker and has been in the financial services industry since 1995. He became an investment adviser representative in 2006.
Toni Jackson Executive Assistant
Toni Jackson joined the Gregory Financial team in 2026. She serves as the Executive Assistant to Todd Gregory, managing day-to-day operations and working with clients. Toni loves being able to help individuals and families support their financial and insurance goals. In her free time, she enjoys spending time outdoors, exploring the beautiful trails of the Ozark Greenways.
Strategic Relationships
As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching.
AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026. AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click to learn more about AE Wealth Management and how they help us support our clients.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Gregory Wealth Advisory is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
Have Questions?
Ask Us Anything!
Have Questions? Ask Us Anything
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
