Wealth Management Group
Wealth Management Group (CRD# 108749) is a financial advisory firm headquartered in , . They manage $16,133,910 in 137 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts137ACCOUNTS
Average Account Value$117,766
- 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
Michael Griesmeyer (CRD# 1309016) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 33 years of experience in the finance industry. Michael Griesmeyer 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.
Norman Grevey (CRD# 2174155) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 26 years of experience in the finance industry.