Paul L. Gronewoller

ASCENSION FINANCIAL

FT. COLLINS, CO 80521

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CRD#: 4552868

Professional summary

Paul Litton Gronewoller is a registered financial advisor currently at ASCENSION FINANCIAL located in Ft. Collins, Colorado.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Paul has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Gronewoller & Associates LLC Owner Consulting Since 01/2005 Not Investment Related Fort Collins Country Club Finance Committee Since 01/2018 Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Litton Gronewoller'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®

None

Experience

Current

March 23, 2005 - Present

ASCENSION FINANCIAL

Office #1: 215 W. Magnolia St. Suite 200, Ft. Collins, CO 80521

RIA

CRD#: 134033

FT. COLLINS, CO

Past

September 3, 2003 - April 28, 2005

REA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 127485

FORT COLLINS, CO

Past

July 10, 2002 - May 3, 2005

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

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

Colorado
(3/23/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/6/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/2002

General Securities Representative Examination

Current Firm

ASCENSION FINANCIAL

ASCENSION FINANCIAL | RLK-PLG INVESTMENT MANAGEMENT, LLC | HELPING HAND LENDING, INC | CRESTONE INVESTMENT MANAGEMENT, LLC

CRD#: 134033 / SEC#:

Colorado

Registered Investment Advisory firm - (2/22/2005 Approved)

Illinois

Registered Investment Advisory firm - (8/16/2023 Approved)

Wisconsin

Registered Investment Advisory firm - (12/15/2023 Approved)

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Contact information

Main Address

215 West Magnolia St. Suite 200, Fort Collins, CO 80521

Mailing Address

Phone number

(970) 689-6201

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 71,753,362

Red Flags

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

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Paul L. Gronewoller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Litton Gronewoller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENSION FINANCIAL

REA CAPITAL MANAGEMENT, LLC

THE O.N. EQUITY SALES COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2001

Series 7

Date: 7/9/2002

Current Firm

ASCENSION FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASCENSION FINANCIAL

TRUST BUT VERIFY

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