Amy Grunden
CRD Number: 4627380Current 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 21 years of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2714045
J.p. Morgan Securities LLC
CRD# 4482317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clark Financial Group | Huntsville, OH | Jun 2016 - Current | 7 |
| United Planners' Financial Services | Scottsdale, AZ | Jun 2016 - Current | 7 |
| Amy Grunden Independent Insurance | Huntsville, OH | May 2008 - Current | 15 |
| Amy Grunden | Huntsville, OH | May 2002 - Current | 21 |
| Suzy's | Russells Point, OH | Nov 2016 - May 2020 | 3 |
| Amy Grunden Property Rental | Columbus, OH | Jun 2012 - Aug 2017 | 5 |
| 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 |
- OH
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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