Grant Sloan (CRD# 7367690) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Chicago, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sanctuary Wealth | Indianapolis, IN | Apr 2021 - Current | 3 |
Saddlebrook Golf Club | Indianapolis, IN | Dec 2020 - Apr 2021 | < 1 |
Full Time Education (indiana University) | Bloomington, IN | Aug 2019 - Dec 2020 | 1 |
Unemployed | Bloomington, IN | May 2019 - Aug 2019 | < 1 |
Full Time Education (indiana University) | Bloomington, IN | Aug 2018 - May 2019 | < 1 |
Indiana University Varsity Club | Bloomington, IN | May 2018 - Aug 2018 | < 1 |
Full Time Education (indiana University) | Bloomington, IN | Aug 2017 - May 2018 | < 1 |
Unemployed | Bloomington, IN | May 2017 - Aug 2017 | < 1 |
Full Time Education (indiana University) | Bloomington, IN | Sep 2016 - May 2017 | < 1 |
The Club At Chatham Hills | Westfield, IN | May 2016 - Sep 2016 | < 1 |
Full Time Education (university Of Virginia) | Charlottesville, VA | Sep 2015 - May 2016 | < 1 |
Bullpen Tournaments | Westfield, IN | Jun 2015 - Sep 2015 | < 1 |
Full Time Education (zionsville Hs) | Zionsville, IN | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- IL
-
Total Assets Under Management22,024MILLIONS
-
Total Number of Accounts49,099ACCOUNTS
-
Average Account Value$448,569
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.