Janet Grimm (CRD# 4382659) is an Investment Advisor Representative working at Riverwater Partners LLC in Hartland, WI and has over 22 years of experience in the finance industry. Janet Grimm 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# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riverwater Partners LLC | Milwaukee, WI | Sep 2021 - Current | 2 |
| A.g.p. / Alliance Global Partners | Westbury, CT | Apr 2020 - Sep 2021 | 1 |
| Lpl Financial LLC | Hartland, WI | Jan 2016 - Apr 2020 | 4 |
| Ixonia Bank | Hartland, WI | Jan 2016 - Apr 2020 | 4 |
| Wells Fargo Advisors LLC | Waukesha, WI | Dec 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- WI
-
Total Assets Under Management872MILLIONS
-
Total Number of Accounts545ACCOUNTS
-
Average Account Value$1,599,523
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MN, TX, WI
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