Advisor Alert: Our Attorneys Are Investigating Greg Scott Koalska For Investment Fraud
Did You Lose Money Because of Greg Koalska?
Filed: October 26, 2023
Greg Koalska has been the subject of two (2) regulatory events, one (1) termination event, two (2) financial events, and one (1) customer complaint. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.
Let’s begin our Patil Law Advisor Alert with a summary report on Greg Scott Koalska.
Who Is Greg Scott Koalska of Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc.?
- Advisor Name: Greg Scott Koalska
- Aliases: Greg Koalska
- CRD: 1578113
- Location: Green Bay, Wisconsin
- Current Employer: Currently Not Registered
- Previous Firms: KCD Financial, Inc., Investment Research, Inc., and FSC Securities Corporation
- Number of Known Customer Complaints: 1
- Number of Known Regulatory Events: 2
- Number of Known Termination Events: 1
- Number of Known Financial Events: 2
- Can Greg Koalska Be Sued: Yes, in Private Arbitration
- Can Greg Koalska’s Employers Be Sued For Failing to Supervise His Actions: Yes, in Private Arbitration
- Highest Damages Allegation:
- Highest Settlement:
If you have suffered investment losses by Greg Koalska, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.
Customer Complaints Filed Against Greg Koalska For Broker Misconduct
As of this publication date, Greg Koalska has been the subject of 2 regulatory events, 1 termination event, 2 financial events, and 1 customer dispute. Let’s review them below.
In May 2020, Cambridge Investment Research, Inc. terminated Mr. Koalska for failing to disclose a reportable event to the Firm in violation of firm policy and, on more than one occasion. Mr. Koalska allegedly misrepresented his identity to a sponsor company representative.
In March 2020, The State of Minnesota Department of Commerce initiated a regulatory action against or in reference to Greg Koalska for using dishonest practices by impersonating a former client to an insurance company.
In April 2015, Citicard reported that Mr. Koalska had outstanding debt totaling $10,241. Mr. Koalska settled this matter in the amount of $7,200.
In February 2016, JPMCB reported that Mr. Koalska had outstanding debt totaling $19,330. Mr. Koalska settled this matter in the amount of $9,000.
In July 2003, Minnesota initiated a regulatory action against or in reference to Greg Koalska for allegedly contacting insurance call centers impersonating his clients and obtaining client information.
In September 2003, a complaint was filed against or in reference to Greg Koalska by a customer of FSC Securities Corporation alleging that Mr. Koalska did not reallocate the client’s investments which resulted in losses. Per the customer, he/she lost over $50,000 because of Mr. Koalska’s actions.
How To File A Claim Against Greg Koalska (previously with KCD Financial, Inc., Investment Research, Inc., and FSC Securities Corporation) To Get Your Money Back.
If you have questions about Greg Koalska, KCD Financial, Inc., Investment Research, Inc., and FSC Securities Corporation, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.