Greg Charles Cunningham
Financial advisor at GS Investments, Inc. · Eagan, MN
Last updated 2026-10-10
Claim your profileGreg Charles Cunningham is a financial advisor at GS Investments, Inc. in Eagan, MN, CRD 2541370. Licenses and exams on the registration: Series 65. IAPD registration began 2021-11-23.
Registration
- CRD number
- 2541370
- Registration status
- Active
- IAPD registration
- 2021-11-23
- Industry Experience
- 4 years
- Work Experience
- 16 years
- States registered
- MN, TX
Licenses and exams
- Series 65
Work history
- 2010-09 to Present · GS Investments, Inc. · Minneapolis, MN
Current employment
- GS Investment Inc · Eagan, MN
GS Investments, Inc.
- Regulatory AUM
- $192,152,603
- Registered advisors
- 2
- Offices
- 1
- Average AUM per client
- $2.3M (Low)
- High-net-worth client ratio
- 41.7% (Moderate)
GS Investments, Inc.: advisors, services and reported ETF investments
About
Greg Charles Cunningham is a financial advisor at GS Investment Inc, operating as GS Investments, Inc. in Eagan, MN. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 16 years of reported work history. Reported roles include GS Investments, Inc..
GS Investments, Inc.'s firm-level Form ADV reports 2 advisors across 1 offices; approximately 42.0 clients per advisor, average assets per client of $2,287,531, and regulatory AUM of $192.2M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $15.3M across 30 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Greg Charles Cunningham personally.
Reported ETF positions
GS Investments reports 30 ETF positions worth $15.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $3.6M |
| EFA — iShares MSCI EAFE ETF | $2.9M |
| IJH — iShares Core S&P Mid-Cap ETF | $1.7M |
| IJR — iShares Core S&P Small-Cap ETF | $1.5M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $970.4K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
GS Investments's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $47.2K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $47.2K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $231.8K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $300.9K | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by GS Investments, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Location
860 Blue Gentian Road, Eagan, MN 55121
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 612-371-0590
- Website: gsinvestments.com
Official record
Are you Greg Charles Cunningham?
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