Clayton Kreis
Clayton Kreis is a PFS-designated registered investment advisor at G & O Financial Services, INC., based in St. Petersburg, FL, with 26 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
888 Executive Center Dr W, Suite 101, St. Petersburg, FL, 33702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clayton is a Managing Shareholder at Garcia & Ortiz PA, an accounting firm, since 1988. This takes nearly full-time, including time during securities trading hours.
Employment History
Current Registrations
G & O Financial Services, INC.
State Registrations1 state
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