Joseph Grochowski, financial advisor Minneapolis MN
96 score

Joseph Grochowski

CRD Number: 4498602
Current Firm: Vector Wealth Management, LLC

Joseph Grochowski (CRD# 4498602) is an Investment Advisor Representative working at Vector Wealth Management, LLC in Minneapolis, MN and has over 14 years of experience in the finance industry. Joseph Grochowski 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2013 - Current 3
Vector Wealth Management, LLC Minneapolis, MN May 2011 - Current 5
Merchants Bank Cottage Grove, MN Apr 2004 - May 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Joseph C. Grochowski
Phone Number: 612-378-7560
Firm Website: http://vectorwealth.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    529
    MILLIONS
  • Total Number of Accounts
    1,733
    ACCOUNTS
  • Average Account Value
    $305,275
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, IL, LA, MN, ND, PA, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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