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SAM A. GRECO III, CLF, LUTCF
Registered Principal
Investment Advisor Representative
OSJ Manager




Sam entered the financial services industry with the Franklin Life Insurance Company in 1975. He started his career by building relationships with clients and specializing in Life Insurance and Retirement Planning. After eight years of serving the needs of his clients, Sam was invited into Franklin's Home Office. He began cultivating relationships with associates and managers throughout the United States, assisting them in sales and management development. Sam was elevated to Vice President of Marketing before returning to the field in 1987, as a Regional Manager of the 'Upper Mississippi Valley' region – serving Wisconsin, Iowa, and the Upper Peninsula of Michigan.

In 1996, Franklin Life Insurance Company was purchased by American General and Sam was asked to serve as an American General Regional Vice President overseeing seven states while continuing to perfect his sales development and leadership skills. It was in this role that Sam realized that when it comes to providing for your advisors' needs and the welfare of their clients, there are few decisions more critical … or potentially more difficult … then with whom a client will turn to for advice on his/her Life Insurance and Financial Services needs. One company cannot service all needs and it was in 2002 that Sam Greco and Associates Financial Resources was founded.

Today, Sam continues to serve in a leadership role for his advisors, but still values his commitment to his client relationships by providing them with lifelong direction in attaining his/her financial goals. Sam and his wife, DeeAnn reside in Middleton, WI and have two adult children.
Personal Information
Born

Toledo, OH

Activities & Interests
  • Enjoys activities with his children and grandchildren
  • Traveling
  • Attending sporting events and following his favorite Wisconsin teams: the Badgers, the Packers, and the Brewers.

PROFESSIONAL ACHIEVEMENTS

Life Insurance / Accident & Health Licenses

AK, AZ, CA, CO, FL, GA, IL, IN, IA, MA, MI, MN, MS, MO, MT, NV, NY, ND, OH, OR, PA, SC, SD, TN, TX, WA, WV, WI, WY.

LUTCF

Life Underwriters Training Council Fellow

CLF

Charter Leadership Fellow 

Principal/Supervisory Exams

Series 24
General Securities Principal 

Series 26 
Investment Company Products/Variable Contracts Principal Examination

Series 51 
Municipal Fund Securities Principal Examination

General Industry/Product Exams

Series 1
Investment Company Products/Variable Contracts Limited Representative

Series 7
General Securities Representative

State Securities Law Exams

Series 63
Uniform Securities Agent State Law Examination

Series 65
Uniform Investment Adviser Law Examination

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 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Sam Greco and Associates Financial Resources is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO MS, MT, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
 


Check the background of this financial professional on FINRA's BrokerCheck.