Sharon L. Grimm
Professional summary
Sharon Lee Grimm, who also goes by Sharon Lee Suvler, is a registered financial professional currently at WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC located in Itasca, Illinois.
Sharon is registered as a RR (Registered Representative) and started their career in finance in 2000. Sharon has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sharon Lee Grimm's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 15, 2013 - Present
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
Office #1: 100 Pierce Rd Suite 105, Itasca, IL 60143November 15, 2013 - June 30, 2025
LPL FINANCIAL LLC
March 18, 2003 - November 18, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 24, 2000 - December 10, 2002
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2025)
Exams
FINRA
Current Firm
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
CRD#: 130139 / SEC#: , 8-66305
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEALTH ENHANCEMENT GROUP, LLC | OWNER | |
| CAHN, JAMES LOREN | VICE PRESIDENT | 6052512 |
| CAIN, STEPHANIE M | HEAD OF SUPERVISION | 4081085 |
| CLARK, LISA LYNN | OPERATIONS OFFICER | 2271616 |
| DEKKO, JEFFREY THOMAS HAROLD | VICE PRESIDENT | 4648018 |
| DIECKHAUS, JOSEPH ALAN | CHIEF COMPLIANCE OFFICER | 5374613 |
| FURCHT, ELIZABETH ANN | SECRETARY | 5778785 |
| WINDORSKI, KELLY JOSEPH | CHIEF MANAGER AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER, AND FINANCIAL OPERATIONS PRINCIPAL | 3211118 |
Red Flags
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