Juan Grau (CRD# 6153112) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.
CRD# 5776298
Creative Planning
CRD# 6930043
Umb Financial Services, Inc.
CRD# 4444456
Umb Financial Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning | Overland Park, KS | Aug 2016 - Current | 7 |
| The Ayco Company, L.p./mercer Allied | Saratoga Springs, NY | Oct 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- FL
- TX
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- 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
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