Grant Simon (CRD# 6460063) is an Investment Advisor Representative working at Primerica Advisors in Oshkosh, WI and has over 8 years of experience in the finance industry.
CRD# 1487537
Northwestern Mutual Investment Services,llc
CRD# 5602971
Gateway Wealth Partners, LLC
CRD# 4661784
Gateway Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landscape Solutions By Michael Kirsh,llc | Oshkosh, WI | Jun 2020 - Current | 3 |
| Pfs Investments Inc. | Oshkosh, WI | Apr 2015 - Current | 9 |
| Primerica Financial Services | Oshkosh, WI | May 2013 - Current | 11 |
| Unemployment | Oshkosh, WI | May 2020 - Jun 2020 | < 1 |
| Two Brothers Family Restaurant | Oshkosh, WI | Sep 2013 - May 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- WI
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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