Brandon Grimm, financial advisor West Des Moines IA

Brandon Grimm

CRD Number: 5557109
Current Firm: Gilbert & Cook, Inc.

Brandon Grimm (CRD# 5557109) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry.

Similar Advisors
Stoy Hall, financial advisor West Des Moines IA
Stoy T. Hall
CRD# 6104973
Black Mammoth LLC
Similar Advisors
Erik Aanonson, financial advisor West Des Moines IA
Erik D. Aanonson
CRD# 6935071
Thrivent Investment Management Inc.
Similar Advisors
Mark Aasen, financial advisor West Des Moines IA
Mark J. Aasen
CRD# 4343046
Osaic Wealth, Inc.
Professional Designations
Company Name Location Dates Years
Gilbert & Cook, Inc. Des Moines, IA Jan 2021 - Current 3
Gilbert & Cook, Inc. Des Moines, IA Apr 2016 - Current 7
Vsr Advisory Services Overland Park, KS Dec 2008 - Apr 2016 7
Vsr Financial Services, Inc. Overland Park, KS Jul 2008 - Apr 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Brandon D. Grimm
Phone Number: (515) 270-6444
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    974
    MILLIONS
  • Total Number of Accounts
    2,648
    ACCOUNTS
  • Average Account Value
    $367,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.