John Grelck (CRD# 3183996) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 25 years of experience in the finance industry. John Grelck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lompoc Unified School District | Lompoc, CA | Jan 2020 - Current | 4 |
Ameritrust Capital Management, Ltd | Santa Ynez, CA | May 2017 - Current | 7 |
Lompoc Unified School District | Lompoc, CA | May 2017 - Jan 2020 | 2 |
Ameritrust Capital Management, Ltd. | Santa Ynez, CA | Jan 2002 - May 2017 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- CA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$481,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CA, TX, WA
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