Gregory McCall has been an investment adviser representative at La Crosse Financial Planning since June 2025, and is not listed among the firm’s executive officers or direct owners.
La Crosse Financial Planning Inc. is an Onalaska, WI firm with $176M under management, 333 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Gregory McCall’s longest registration is the current one, 1 year at La Crosse Financial Planning since 2025.
- Eagle Financial PlanningAlso current– present · under a yearEagle, ID · Adviser representative · Firm CRD 343624
- – present · 1 yearEagle, ID · Adviser representative · Firm CRD 313361
Investment adviser representative registrations
Gregory McCall is registered as an investment adviser representative in 4 states. The first approvals date from June 2025; the most recent is Texas, in July 2025.
- IdahoSince 26 June 2025
- MinnesotaSince 18 June 2025
- TexasSince 11 July 2025
- WisconsinSince 18 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 May 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 May 2020 |
| SIE | Securities Industry Essentials Examination | 11 May 2020 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Gregory M McCall
- CRD
- 7226960
- Firm
- La Crosse Financial Planning · CRD 313361
- Office
- 1243 E. Iron Eagle Dr., Suite 110D, Eagle, ID 83616
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory McCall work?
Gregory McCall is an investment adviser representative registered through La Crosse Financial Planning Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gregory McCall a financial advisor?
Yes. Gregory McCall has a current investment-adviser registration in Idaho, Minnesota, Texas and Wisconsin, through La Crosse Financial Planning since June 2025.
How many years of experience does Gregory McCall have?
Gregory McCall has 6 years in the financial industry, since May 2020, across 2 adviser firms.
What exams has Gregory McCall passed?
Gregory McCall has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 7TO. The earliest, the SIE, was passed in May 2020.
Where is Gregory McCall based?
Gregory McCall’s registered office is in Eagle, ID.
Is Gregory McCall registered with FINRA?
No. Gregory McCall has no current broker registration.
How can I verify Gregory McCall’s record?
Search CRD 7226960 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory McCall’s full registration record.