Graff Financial LLC

Graff Financial LLC (CRD# 154976) is a financial advisory firm headquartered in Edina, MN. They manage $35,007,213 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Graff Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Jeremy B. Graff
CRD#: 2732583
4926 Lincoln Drive, Edina, MN 55436

Jeremy Graff (CRD# 2732583) is an Investment Advisor Representative working at Graff Financial LLC in Edina, MN and has over 20 years of experience in the finance industry. Jeremy Graff 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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