GG
Gregory P. Grunsted
VAN CLEMENS WEALTH MANAGEMENT
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 1470579
GG
Professional summary
Gregory Paul Grunsted, who also goes by Greg Grunsted, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Minneapolis, Minnesota and VAN CLEMENS & CO. INCORPORATED located in Minneapolis, Minnesota.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Gregory has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, SIE, Series 7, Series 26, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Grunsted
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.
Working for Minnesota Orchestra Association making calls to exiting patrons and donors describing the events calendar and schedule. 10 hrs/week - none during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Paul Grunsted's 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®
NoneExperience
Current
March 23, 2023 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
Office #1: 900 2nd Avenue South Suite 1500, Minneapolis, MN 55402RIA
CRD#: 297362
Minneapolis, MN
Current
June 19, 2017 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402BD
CRD#: 6914
Minneapolis, MN
Past
December 20, 2013 - June 29, 2017
FELTL ADVISORS
RIA
CRD#: 165244
MINNEAPOLIS, MN
Past
June 11, 2002 - June 14, 2017
FELTL & COMPANY
BD
CRD#: 6905
PLYMOUTH, MN
Past
January 1, 2001 - June 10, 2002
MILLER JOHNSON STEICHEN KINNARD, INC.
BD
CRD#: 694
MINNEAPOLIS, MN
Past
July 17, 1991 - January 1, 2001
JOHN G. KINNARD AND COMPANY, INCORPORATED
BD
CRD#: 466
MINNEAPOLIS, MN
Past
March 17, 1988 - June 22, 1989
PRINCETON AMERICAN EQUITIES CORPORATION
BD
CRD#: 14491
Past
November 24, 1987 - March 18, 1988
NORCAP SECURITIES, INC.
BD
CRD#: 15200
Past
April 3, 1987 - November 16, 1987
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
Past
March 20, 1986 - March 26, 1987
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/27/2017)
RR
California(6/20/2017)
RR
Florida(8/23/2017)
RR
Illinois(7/16/2024)
RR
Iowa(7/5/2017)
RR
Michigan(1/17/2025)
RR
Minnesota(7/4/2017)
IAR
Minnesota(3/23/2023)
RR
New York(8/2/2022)
RR
North Dakota(8/29/2022)
RR
South Dakota(7/12/2024)
RR
Texas(1/9/2019)
RR
Wisconsin(7/12/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 11/4/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 2nd Avenue South Suite 1500, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 758-9140
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
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.
