Joel Grimm, financial advisor Auburn IN
69 score

Joel Grimm

CRD Number: 6287745
Current Firm: Steven E Post, LLC

Joel Grimm (CRD# 6287745) is an Investment Advisor Representative working at Steven E Post, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Steven E Post, LLC Auburn, IN Nov 2013 - Current 2
Unemployed Auburn, IN Dec 2012 - Nov 2013 < 1
Dekalb Distributing Company, Inc. Avilla, IN Jun 1986 - Dec 2012 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Joel Grimm
Phone Number: 260-925-2887
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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