Amy Grunden, financial advisor Huntsville OH
93 score

Amy Grunden

CRD Number: 4627380
Current Firm: United Planners' Financial Services Of America A Limited Partner

Amy Grunden (CRD# 4627380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Jun 2016 - Current 1
Clark Financial Group Huntsville, OH Jun 2016 - Current 1
Amy Grunden Property Rental Columbus, OH Jun 2012 - Current 5
Amy Grunden Independent Insurance Huntsville, OH May 2008 - Current 10
The Huntington Investment Company Columbus, OH May 2006 - Jun 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Amy S. Grunden
Phone Number: 480-991-0225
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,377
    MILLIONS
  • Total Number of Accounts
    13,769
    ACCOUNTS
  • Average Account Value
    $172,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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