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Gregory W. Hartrum
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Fifth Third Building
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4094
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Experience Associations Education Services
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    Financial Planning Specialist
    Dayton, OH
  • 1999 - 2006: Merrill Lynch
    Dayton, OH
  • 1993 - 1999: Edward Jones
    Dayton, OH
  • 1990 - 1993: Banc One Securities
    Dayton, OH
  • 1988 - 1990: Paine Webber
    Dayton, OH
  • 1986 - 1988: EF Hutton
    Dayton, OH
Associations
  • Kettering - Oakwood Exchange Club
    Past President
    Kettering - Oakwood, OH
Education and Licensing
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Annuities, Variable, Fixed & Long Term Health Insurance Licensed
Services
  • Trust Services and Accounting
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Cash Management
  • Professional Portfolio Management
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401k Rollovers
  • Insurance Services
  • Certificates of Deposit
  • Annuities
  • Precious Metals
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Gregory W. Hartrum is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, HI, IL, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

(pdf)

Preparing for Your Retirement: Evaluating Savings Strategies and Income Needs (pdf)
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