Grace Gann (CRD# 7686226) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Springfield, MO and has 1 year of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | Jan 2023 - Current | 1 |
| Advantage Retirement Services | Springfield, MO | Jan 2022 - Current | 2 |
| Juli Russell Design Group/bkdc | Springfield, MO | Jun 2019 - Dec 2022 | 3 |
| Missouri State University | Springfield, MO | Aug 2016 - Jun 2019 | 2 |
| Fashion Institute Of Technology | New York City, NY | Jan 2015 - May 2016 | 1 |
| Dillards | Springfield, MO | Apr 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- MO
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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