Gregory Neino has been an investment adviser representative at RetireMitten Financial since September 2024, and is not listed among the firm’s executive officers or direct owners. Gregory Neino holds a Degree in finance from Eastern Michigan University.
Retiremitten Financial LLC is a Clarkston, MI firm with $214M under management, 217 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Greg Neino is a Certified Financial Planner at RetireMitten Financial. He has over 20 years of experience helping families reach their financial goals. Before joining RetireMitten Financial, he worked for nearly 18 years at Charles Schwab, helping high-net-worth families navigate all stages of their financial lives.
Gregory Neino’s longest registration was 14 years at Charles Schwab & Co., Inc. (2010–2024). Before joining RetireMitten Financial in 2024, Gregory Neino was registered through Charles Schwab & Co., Inc.
- Retiremitten Financial LLCCurrent– present · 2 yearsClarkston, MI · Adviser representative · Firm CRD 300779
- Charles Schwab & Co., Inc.– · 14 yearsTroy, MI · Adviser representative · Firm CRD 5393
Professional designations
Listed by RetireMitten Financial
- CFP®
Investment adviser representative registrations
Gregory Neino is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Texas, in September 2026.
- MichiganSince 9 September 2024
- TexasSince 16 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 August 2007 |
| Series 7 | General Securities Representative Examination | 16 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Christopher Neino
- CRD
- 5310607
- Firm
- RetireMitten Financial · CRD 300779
- Office
- 6548 TOWN CENTER DRIVE, STE A, Clarkston, MI 48346
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retiremitten.com
Where does Gregory Neino work?
Gregory Neino is an investment adviser representative registered through Retiremitten Financial LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Neino a financial advisor?
Yes. Gregory Neino has a current investment-adviser registration in Michigan and Texas, through RetireMitten Financial since September 2024.
How many years of experience does Gregory Neino have?
Gregory Neino has 19 years in the financial industry, since August 2007, across 2 adviser firms.
What exams has Gregory Neino passed?
Gregory Neino has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2007. FINRA credited Gregory Neino with the SIE, which began in October 2018.
Where is Gregory Neino based?
Gregory Neino’s registered office is in Clarkston, MI.
Is Gregory Neino registered with FINRA?
No. Gregory Neino has no current broker registration.
Is Gregory Neino a CFP?
RetireMitten Financial lists Gregory Neino with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Gregory Neino’s record?
Search CRD 5310607 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Neino’s full registration record.