Grant Mink, financial advisor Lewisville TX

Grant Mink

CRD Number: 7218578
Current Firm: Advice And Planning Services

Grant Mink (CRD# 7218578) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Lewisville, TX Jun 2023 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Jun 2023 - Current < 1
University Of Missouri Columbia, MO Aug 2019 - May 2023 3
Tiaa Charlotte, NC Jun 2022 - Aug 2022 < 1
Old Hawthorne Columbia, MO May 2021 - Jul 2021 < 1
Bella Milano Springfield, IL Mar 2017 - Aug 2019 2
Pleasant Plains High School Pleasant Plains, IL Aug 2015 - May 2019 3
Pleasant Plains Middle School Pleasant Plains, IL Jul 2013 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for Grant M. Mink
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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