Geoffrey Grenert, financial advisor Reno NV

Geoffrey Grenert

CRD Number: 2862874
Current Firm: M Holdings Securities, Inc.

Geoffrey Grenert (CRD# 2862874) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reno, NV and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cypress Advisory Group, Llc Dba Cypress Strategies Reno, NV Aug 2014 - Current 9
Grenert Financial Group, Llc Dba Cypress Strategies Reno, NV Feb 2007 - Current 17
M Holdings Securities, Inc. Portland, OR Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Geoffrey A. Grenert
Phone Number: 800-656-6960
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    3,932
    MILLIONS
  • Total Number of Accounts
    10,065
    ACCOUNTS
  • Average Account Value
    $390,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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