Conor GrundtischCRD Number: 7413757
Current Firm: Personal Capital Advisors Corporation
Conor Grundtisch (CRD# 7413757) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has 1 year of experience in the finance industry.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Personal Capital Advisors Corporation||Golden, CO||Jan 2022 - Current||< 1|
|Personal Capital Advisors Corporation||Golden, CO||Oct 2020 - Jan 2022||1|
|Lake Tahoe Community College||Fort Collins, CO||Aug 2016 - Dec 2020||4|
|Herbal Elements||Avon, CO||Aug 2012 - Aug 2016||4|
|Student||Fort Collins, CO||Jul 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management22,855MILLIONS
Total Number of Accounts86,801ACCOUNTS
Average Account Value$263,307
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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