Michael GriesmeyerCRD Number: 1309016
Current Firm: Wealth Management Group
Michael Griesmeyer (CRD# 1309016) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 32 years of experience in the finance industry. Michael Griesmeyer 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.
Sound Financial Investment Management, LLC
Greenrock Advisory LLC
|Wealth Management Group||Tipp City, OH||Jun 2010 - Current||6|
|Lpl Financial, LLC||Tipp City, OH||Jun 2009 - Current||7|
|Fsc Securities Corporation||Dayton, OH||Aug 1991 - Jun 2009||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
Total Assets Under Management20MILLIONS
Total Number of Accounts105ACCOUNTS
Average Account Value$190,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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