James Michael Groetsch
Professional Summary
James Michael Groetsch, who also goes by Jim Groetsch, is a registered financial advisor currently at EHLERS located in Minneapolis, Minnesota. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jim Groetsch
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
BBE COMMUNITY INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS | EHLERS
Contact Information
Main Address
3001 Broadway Street Ne Suite 320, Minneapolis, MN 55413Phone Number
(800) 552-1171# of Employees
13SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
722AUM (Assets Under Management)
$3,589,670,157Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BBE COMMUNITY INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS | EHLERS
State Registrations and Notice Filings
(11/13/2023)
(11/13/2023)
(11/13/2023)
(11/13/2023)
(11/13/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Michael Groetsch's CRS (Customer Relationship Summary).
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