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Advisors / Wisconsin / Stratford
21yrs

Cory Gresham

Full name on record: Cory M Gresham

Financial advisor at LPL Financial

Based in Stratford, Wisconsin, Cory Gresham is a fiduciary financial advisor with 21 years of industry experience. Cory has been with LPL Financial since 2023; before that, Cory spent two years at Woodbury Financial Services and less than a year at Wells Fargo Investments. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

Stratford, WI 54484Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office211630 Barkley Way, Stratford, WI 54484
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
    LPL Financial LLCCurrent firm
  2. Nov 2021 – Aug 2023
    Woodbury Financial Services, Inc.Previously
  3. Jan 2006 – May 2006
    Wells Fargo Investments, LLCPreviously

Contact Cory

(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Cory. 211630 Barkley Way
Stratford, WI 54484Office · Get directions Facebook pageLPL Financial

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Questions to ask Cory

Tailored to Cory’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Cory

How do I contact Cory?

Call LPL Financial at (704) 733-3300 and ask for Cory Gresham. Cory works from the Stratford, WI office.

How long has Cory been a financial advisor?

Cory has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.

What licenses does Cory hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Cory a fiduciary?

Cory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Cory paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cory for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.