Granite Financial Group

Granite Financial Group (CRD# 168675) is a financial advisory firm headquartered in Brookfield, WI. They manage $74,700,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $213,429
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
  • Pension consulting services
  • Educational seminars/workshops
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.

IL, WI

Financial Advisors at Granite Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Dornoff
CRD#: 2189396
175 N. Patrick Blvd., Suite 170/190, Brookfield, WI 53045
96
Wealthminder
score

Thomas Dornoff (CRD# 2189396) is an Investment Advisor Representative working at Granite Financial Group in Brookfield, WI and has over 22 years of experience in the finance industry. Thomas Dornoff 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.

2
Ellen M. Duhamel
CRD#: 1277749
175 N. Patrick Blvd., Suite 170/190, Brookfield, WI 53045
76
Wealthminder
score

Ellen Duhamel (CRD# 1277749) is an Investment Advisor Representative working at Granite Financial Group in Brookfield, WI and has over 32 years of experience in the finance industry. Ellen Duhamel 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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