Frank G. Remund
SAVVY
Garden City, ID
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CRD#: 5452950
Professional summary
Frank Grant Remund, CFP®, who also goes by Frank Remund, is a registered financial advisor currently at SAVVY located in Garden City, Idaho.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Frank has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service, Frank provides tax guidance to clients as part of his advisory relationship. Frank Remund grew up in southwest Washington as the youngest of three children in a highly competitive family. From a young age, he learned that knowledge, planning, and hard work are the keys to success and that listening is crucial.
Frank's interest in investing was kindled as a child when he was gifted a few shares of stock. This initial curiosity has since matured into a lifelong passion. After graduating from high school, Frank was accepted into the University of Washington. There, he pursued his Bachelor of Science degree in Economics while also competing on the Huskies’ track and field team as a high jumper and serving as the team captain. The fundamental lessons that Frank learned during his upbringing have been instrumental throughout his professional journey. They have enabled him to establish strong, personal relationships with his clients, understand their priorities, and develop personalized financial plans that secure their financial success.
Frank has had the privilege of teaching the rigorous Retirement Income tax course for H&R Block tax professionals, as well as courses on Employee Stock Plan Compensation, Restricted Stock Units, Employee Stock Purchase Plans, and Non-Qualified Options.
Frank now joins Savvy Advisors, bringing his wealth of experience and passion for financial planning. He resides in Boise, Idaho, with his wife Abby, and their four very active school-age boys. In his spare time, he enjoys volunteering as a coach for their baseball, soccer, and basketball teams. Frank's life is enriched by family, church, and work, and he considers himself very fortunate.
Savvy Advisors does not provide tax, legal or accounting advice. This material has been prepared for informational purposes.
Question & Answer
What are your service offerings?
Debt Management
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Frank Remund
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.
ADVISOR DOES PART TIME TAX PREPERATION AT A H&R BLOCK FRANCHISE LOCATED AT 10477 SW BEAVERTON HILLSDALE HIGHWAY
BEAVERTON,OR 97006. TIME SPENT IS AROUND 40 TO 80 HOURS A MONTH AND WILL CEASE IN APRIL OF EACH YEAR. ABOUT 10 TO 30 HOURS IS DONE DURING SECURITY TRADING HOURS. START DATE OF 12/22/2011
CRS (Client Relationship Summary) - RIA
Click below to view Frank Grant Remund'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®
Start date: 2012
Experience
Current
July 13, 2023 - Present
SAVVY
RIA
CRD#: 318493
Garden City, ID
Past
January 5, 2017 - June 26, 2023
SPRINGWATER WEALTH MANAGEMENT, LLC
RIA
CRD#: 167539
BEAVERTON, OR
Past
January 2, 2008 - January 3, 2017
REMUND FINANCIAL PLANNING
RIA
CRD#: 145513
BEAVERTON, OR
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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
Idaho(7/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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