Larissa Grantham, financial advisor Overland Park KS
90 score

Larissa Grantham

CRD Number: 5436346
Current Firm: Stepp & Rothwell Inc.

Larissa Grantham (CRD# 5436346) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry. Larissa Grantham 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
Stepp & Rothwell, Inc. Overland Park, KS Jan 2001 - Current 15

Larissa Grantham has no recent exams reported.
Contact Info for Larissa K. Grantham
Phone Number: 913-345-4800
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    557
    MILLIONS
  • Total Number of Accounts
    1,797
    ACCOUNTS
  • Average Account Value
    $310,105
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, KS, MO, NE, PA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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