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RG

Robert L. Grimm

BODEN WEALTH
LEMOYNE, PA 17043
Some features on this profile are disabled
CRD#: 1423569
RG

Professional summary

Robert Linwood Grimm, who also goes by Bob Grimm, is a registered financial advisor currently at BODEN WEALTH located in Lemoyne, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Grimm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Linwood Grimm's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 27, 2026 - Present

BODEN WEALTH

Office #1: 1027 Mumma Road, Lemoyne, PA 17043
RIA
CRD#: 340590
LEMOYNE, PA
Past

September 4, 2018 - April 28, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Camp Hill, PA
Past

February 8, 2018 - April 28, 2026

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Lemoyne, PA
Past

May 27, 1992 - June 28, 1996

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
CINCINNATI, OH
Past

November 2, 1987 - February 12, 2018

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CAMP HILL, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/27/2026)
IAR
Texas
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/22/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BODEN WEALTH
BODEN WEALTH | NI ACQUISITIONS COMPANY LLC

CRD#: 340590 / SEC#: 801-135817

RIA
Registered Investment Advisory firm - (4/9/2026 120-Day Approval)
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Contact information

Main Address
1027 Mumma Road, Lemoyne, PA 17043
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BODEN WEALTH ADV PART 2A 3-10-2026 (3/10/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BODEN WEALTH

CRD#: 340590Lemoyne, PA 17043

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