Sandra L. Widmer

GR FINANCIAL GROUP

Tucson, AZ 85712

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CRD#: 5599639

Professional summary

Sandra Lynn Widmer is a registered financial advisor currently at GR FINANCIAL GROUP, LLC located in Tucson, Arizona.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Sandra has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Lynn Widmer's CRS (Customer Relationship Summary).

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

February 10, 2015 - Present

GR FINANCIAL GROUP, LLC

Office #1: 4556 E Camp Lowell, Tucson, AZ 85712

RIA

CRD#: 172370

Tucson, AZ

Past

April 20, 2010 - May 29, 2015

BGR FINANCIAL GROUP, LLC

RIA

CRD#: 144652

TUCSON, AZ

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".

GR FINANCIAL GROUP, LLC

GR FINANCIAL GROUP, LLC | REGGIE AND TY, LLC

CRD#: 172370 / SEC#: 801-80641

RIA

Registered Investment Advisory firm - (12/5/2014 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

Arizona
(2/10/2015)

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: 4/19/2010

Uniform Investment Adviser Law Examination

Current Firm

GR FINANCIAL GROUP, LLC

GR FINANCIAL GROUP, LLC | REGGIE AND TY, LLC

CRD#: 172370 / SEC#: 801-80641

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

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Contact information

Main Address

4556 E Camp Lowell, Tucson, AZ 85712

Mailing Address

Phone number

(520) 577-4711

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DATED MARCH 18, 2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	2,476
AUM (Assets Under Management)	$ 981,478,466

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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Sandra L. Widmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Lynn Widmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GR FINANCIAL GROUP, LLC

BGR FINANCIAL GROUP, LLC

Primary Firm SEC Registration

GR FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2010

Current Firm

GR FINANCIAL GROUP, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GR FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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