Alysha Grosz (CRD# 7244966) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oakdale, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Oakdale, MN | Aug 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Oct 2020 - Aug 2021 | < 1 |
| Thrivent Investment Management Inc. | Glenwood City, WI | Apr 2020 - Aug 2021 | 1 |
| Thrivent Financial | Appleton, WI | Aug 2020 - Oct 2020 | < 1 |
| Loft | Woodbury, MN | Feb 2020 - Aug 2020 | < 1 |
| Nccm Company | River Falls, WI | Jun 2018 - Feb 2020 | 1 |
| University Of Northwestern St. Paul | St. Paul, MN | Aug 2017 - May 2018 | < 1 |
| University Of Northwestern St. Paul | St. Paul, MN | Aug 2017 - May 2018 | < 1 |
| University Of Northwestern St. Paul | St. Paul, MN | Aug 2014 - May 2018 | 3 |
| Nccm Company | River Falls, WI | May 2017 - Aug 2017 | < 1 |
| University Of Northwestern St. Paul | St. Paul, MN | Jan 2017 - May 2017 | < 1 |
| Grosz Academy | Hudson, WI | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MN
- TX
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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