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Simon Dude Granner

PCFO CAPITAL
ST CHARLES, IL
·CRD# 5819063·15 years experience

Professional Summary

Simon Dude Granner is a registered financial advisor currently at PCFO CAPITAL located in St Charles, Illinois. Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Simon has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

PCFO CAPITAL·CRD# 336529
RIA
200 W River Dr Suite 16, St Charles, IL 60174
April 13, 2026 - Present
REWIRED PLANNING, LLC·CRD# 310473
RIA
Geneva, IL
February 24, 2021 - August 23, 2022
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Downers Grove, IL
September 16, 2016 - October 7, 2020
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Downers Grove, IL
September 16, 2016 - October 7, 2020
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
RIA
Darien, IL
April 2, 2015 - September 2, 2016
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Darien, IL
March 20, 2015 - September 2, 2016
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Downers Grove, IL
June 12, 2012 - June 25, 2014
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Downers Grove, IL
June 12, 2012 - June 25, 2014
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Plymouth, MI
March 11, 2011 - May 26, 2011
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Plymouth, MI
February 23, 2011 - May 26, 2011

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Current Firm

PC
PCFO CAPITAL

PCFO | PCFO CAPITAL, LLC | PCFO CAPITAL

CRD#: 336529
Illinois
Registered Investment Advisory firm - Illinois (4/13/2026 Approved)

Contact Information

Main Address

200 W River Dr Suite 16, St Charles, IL 60174

Phone Number

(708) 328-8515

# of Employees

1

Documents

Latest Form ADV
0

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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.

-independent licensed insurance agent with PCFO, LLC -owner of PCFO, LLC. PCFO, LLC offers services which may include, but are not limited to: insurance, business consulting, coaching, executive training, accounting services such as tax prep, tax planning, basic accounting, and education.

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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.
IAR
Illinois
(4/13/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Mar 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Simon Dude Granner's CRS (Customer Relationship Summary).

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