Michelle Grund, financial advisor Ann Arbor MI

Michelle Grund

CRD Number: 4873886
Current Firm: Spc

Michelle Grund (CRD# 4873886) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI Dec 2018 - Current 1
Parkland Securities Ann Arbor, MI Dec 2018 - Current 1
Unemployed Gwinn, MI Jul 2018 - Dec 2018 < 1
Roberts Financial Services, Inc. Marquette, MI Apr 2004 - Jun 2018 14
Sagepoint Financial, Inc. Marquette, MI Jan 2009 - Jan 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Michelle R. Grund
Phone Number: 734-663-1611
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,558
    MILLIONS
  • Total Number of Accounts
    25,865
    ACCOUNTS
  • Average Account Value
    $176,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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