Michael Gritis (CRD# 4664399) is an Investment Advisor Representative working at Bentley Financial Group in Durango, CO and has over 20 years of experience in the finance industry. Michael Gritis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 2791775
Lpl Financial LLC
CRD# 6885061
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bentley Financial Group, Inc. | Downers Grove, IL | Nov 2014 - Current | 9 |
| Lpl Financial LLC | Downers Grove, IL | Sep 2009 - Current | 14 |
| Gritis & Associates | Downers Grove , IL | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- CO
- IL
-
Total Assets Under Management240MILLIONS
-
Total Number of Accounts692ACCOUNTS
-
Average Account Value$346,821
- 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
AZ, CO, IL, VA
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