Grand Wealth Management, LLC
Grand Wealth Management, LLC (CRD# 132137) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $222,016,505 in 321 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management222MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$691,640
- 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
MI
Steven Starnes (CRD# 5229609) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry. Steven Starnes 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.
Jeffrey Williams (CRD# 2974931) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 19 years of experience in the finance industry. Jeffrey Williams 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.
Ellen Winter (CRD# 2974944) is an Investment Advisor Representative working at Grand Wealth Management, LLC in , and has over 19 years of experience in the finance industry. Ellen Winter 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.
Stephanie Mushna (CRD# 6245822) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry. Stephanie Mushna 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.
Douglas Johnson (CRD# 6307738) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.
Nicole Lam (CRD# 6307726) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.