Michael Gramm, financial advisor Willmar MN

Michael Gramm

CRD Number: 4713371
Current Firm: Sutterfield Financial Group, Inc.

Michael Gramm (CRD# 4713371) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Willmar, MN and has over 20 years of experience in the finance industry. Michael Gramm 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
Sutterfield Financial Group, Inc. Bartlesville, OK Oct 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
Contact Info for Michael A. Gramm
Phone Number: (918) 338-2255
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    2,227
    ACCOUNTS
  • Average Account Value
    $78,498
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)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, IA, IL, KS, LA, MI, MN, MO, ND, NE, NM, NV, OK, SD, TX

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