Leann Grover, financial advisor Zumbrota MN
96 score

Leann Grover

CRD Number: 3146835
Current Firm: 1st Global Advisors Inc.

Leann Grover (CRD# 3146835) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Zumbrota, MN and has over 17 years of experience in the finance industry. Leann Grover 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
1st Global Advisors, Inc. Zumbrota, MN Jun 2007 - Current 9
Hemann, Grover & Company, Ltd. Zumbrota, MN Jan 2007 - Current 9
1st Global Insurance Services, Inc. Zumbrota, MN Oct 2003 - Current 13
1st Global Capital Corp. Zumbrota, MN Oct 1998 - Current 18
Zimmerman, Hemann, Grover & Company, Pllp Zumbrota, MN Feb 2000 - Jan 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Leann M. Grover
Phone Number: 214-294-5000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VI, 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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