Grover Ranz, financial advisor Springhill LA
96 score

Grover Ranz

CRD Number: 1191713
Current Firm: Cuna Brokerage Services, Inc.

Grover Ranz (CRD# 1191713) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Springhill, LA and has over 24 years of experience in the finance industry. Grover Ranz 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
Cuna Brokerage Services, Inc. Waverly, IA Apr 2010 - Current 6
G.r. Financial Designs Springhill, LA Oct 1990 - Current 26
Oneamerica Securities, Inc. Springhill, LA Jan 2005 - Mar 2010 5
American United Life Springhill, LA Sep 2004 - Mar 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Grover D. Ranz
Phone Number: 319-352-4090
Registered State(s):
  • LA
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
96
Clean Record
This advisor has a clean track record with regulators.

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