Grant De Vries, financial advisor Sioux Center IA

Grant De Vries

CRD Number: 5154066
Current Firm: Kestra Advisory Services, LLC

Grant De Vries (CRD# 5154066) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sioux Center, IA and has over 16 years of experience in the finance industry. Grant De Vries 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
Kestra Investment Services, LLC Sioux City, IA Oct 2021 - Current 2
Kestra Advisory Servcies, LLC Sioux City, IA Oct 2021 - Current 2
Infinex Investments, Inc. Meriden, CT Oct 2018 - Oct 2021 3
Peoples Bank Sioux Center, IA May 2007 - Oct 2021 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Grant W. De Vries
Phone Number: 8445537872
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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)
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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