Angie M. Grainger

PROSPERENT CAPITAL

UKIAH, CA 95482

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CRD#: 5219499

Professional summary

Angie Marie Grainger, CFP®, who also goes by Angela Marie Grainger, Angie Grainger, Angie Marie Groff, is a registered financial advisor currently at PROSPERENT CAPITAL, LLC located in Ukiah, California.

Angie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Angie has worked at 7 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Marie Grainger | Angie Grainger | Angie Marie Groff

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.

1) ANGELA GRAINGER, CPA SINCE 02/2009 ACCOUNTING SERVICES AN ACTIVE CERTIFIED PUBLIC ACCOUNTANT IN CALIFORNIA, PROVIDES ACCOUNTING AND TAX ADVICE TO INDIVIDUALS, FAMILIES AND BUSINESSES UNDER THE BUSINESS NAME OF PROSPERENT, CO 2) ANGELA GRAINGER, IS A LICENSED INSURANCE PROFESSIONAL CONDUCTING BUSINESS UNDER THE BUSINESS NAME OF PROSPERENT INSURANCE AGENCY, INC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angie Marie Grainger'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®

CFP^®

Certified Financial Planner

Experience

Current

July 28, 2023 - Present

PROSPERENT CAPITAL, LLC

Office #1: 420 S Spring Street #1, Ukiah, CA 95482

RIA

CRD#: 325603

UKIAH, CA

Past

February 18, 2020 - March 23, 2022

ASPIRIANT, LLC

RIA

CRD#: 146720

Los Angeles, CA

Past

September 5, 2014 - July 28, 2015

BLACK BELT FINANCIAL AND INSURANCE SERVICES, INC.

RIA

CRD#: 165635

NAPA, CA

Past

January 13, 2014 - November 14, 2014

DESMOND WEALTH MANAGEMENT, INC.

RIA

CRD#: 118200

WALNUT CREEK, CA

Past

January 14, 2013 - December 31, 2013

BLACK BELT FINANCIAL AND INSURANCE SERVICES, INC.

RIA

CRD#: 165635

SANTA ROSA, CA

Past

June 21, 2012 - August 8, 2012

PARAKLETE FINANCIAL, INC.

RIA

CRD#: 142323

SANTA ROSA, CA

Past

February 16, 2012 - June 12, 2012

DESMOND WEALTH MANAGEMENT, INC.

RIA

CRD#: 118200

WALNUT CREEK, CA

Past

September 28, 2009 - April 25, 2011

RETHINK MONEY COACHING, INC.

RIA

CRD#: 150891

SANTA ROSA, CA

Past

October 31, 2006 - January 23, 2008

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

SANTA ROSA, CA

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

California
(7/28/2023)

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: 10/30/2006

Uniform Investment Adviser Law Examination

Current Firm

PROSPERENT CAPITAL, LLC

BETTER LIFE FINANCE MANAGERS, LLC | PROSPERENT CAPITAL, LLC

CRD#: 325603 / SEC#:

California

Registered Investment Advisory firm - (7/28/2023 Approved)

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Contact information

Main Address

420 S Spring Street #1, Ukiah, CA 95482

Mailing Address

1110 N Virgil Street 90874, Los Angeles, CA 90027

Phone number

(213) 259-3338

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 2,756,295

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.

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Angie M. Grainger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angie Marie Grainger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERENT CAPITAL, LLC

ASPIRIANT, LLC

BLACK BELT FINANCIAL AND INSURANCE SERVICES, INC.

DESMOND WEALTH MANAGEMENT, INC.

BLACK BELT FINANCIAL AND INSURANCE SERVICES, INC.

PARAKLETE FINANCIAL, INC.

DESMOND WEALTH MANAGEMENT, INC.

RETHINK MONEY COACHING, INC.

MOSS ADAMS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2006

Current Firm

PROSPERENT CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROSPERENT CAPITAL, LLC

TRUST BUT VERIFY

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