Colby McIntire (CRD# 7140305) is an Investment Advisor Representative working at Grit Family Office, LLC in Cedar Rapids, IA and has over 4 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grit Family Office | Cedar Rapids, IA | Jun 2023 - Current | < 1 |
| Lpl Financial LLC | Waseca, MN | Aug 2019 - Current | 4 |
| Grit Family Office | Cedar Rapids, IA | Oct 2020 - Jun 2023 | 2 |
| Iwealth | Waseca, MN | Jun 2019 - Sep 2020 | 1 |
| Minnesota State University, Mankato | Mankato, MN | Aug 2015 - May 2019 | 3 |
| Menards | Mankato, MN | Mar 2017 - Nov 2018 | 1 |
| Triple G Farms | Rock Rapids, IA | Jun 2010 - Jul 2017 | 7 |
| Central Lyon High School | Rock Rapids, IA | Aug 2002 - May 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- IA
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$1,460,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA
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