Michael Grant, financial advisor Panama City FL
76 score

Michael Grant

CRD Number: 4468407
Current Firm: Cuna Brokerage Services, Inc.

Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Panama City, FL and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Dec 2008 - Current 8
Cuna Brokerage Services, Inc. Waverly, IA Dec 2008 - Current 8
American United Life Tampa, FL Jan 2008 - Nov 2008 < 1
Oneamerica Securities, Inc. Tampa, FL Jan 2008 - Nov 2008 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2005 - Jan 2008 2
Northwestern Mutual Investment Services, LLC Tampa, FL Mar 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Grant
Phone Number: 319-352-4090
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
76

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