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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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SG

Simon D. Granner

PCFO CAPITAL
ST CHARLES, IL 60174
Some features on this profile are disabled
CRD#: 5819063
SG

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.

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 Simon Dude Granner'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®
None

Experience

Current

April 13, 2026 - Present

PCFO CAPITAL

Office #1: 200 W River Dr Suite 16, St Charles, IL 60174
RIA
CRD#: 336529
ST CHARLES, IL
Past

February 24, 2021 - August 23, 2022

REWIRED PLANNING, LLC

RIA
CRD#: 310473
GENEVA, IL
Past

September 16, 2016 - October 7, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
DOWNERS GROVE, IL
Past

September 16, 2016 - October 7, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
DOWNERS GROVE, IL
Past

April 2, 2015 - September 2, 2016

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
DARIEN, IL
Past

March 20, 2015 - September 2, 2016

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
DARIEN, IL
Past

June 12, 2012 - June 25, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
DOWNERS GROVE, IL
Past

June 12, 2012 - June 25, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
DOWNERS GROVE, IL
Past

March 11, 2011 - May 26, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
PLYMOUTH, MI
Past

February 23, 2011 - May 26, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
PLYMOUTH, MI

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
Illinois
(4/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2011
General Securities Representative Examination

Current Firm

PC
PCFO CAPITAL
PCFO | PCFO CAPITAL, LLC | PCFO CAPITAL

CRD#: 336529 / SEC#:

Illinois
Registered Investment Advisory firm - (4/13/2026 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 W River Dr Suite 16, St Charles, IL 60174
Mailing Address
Phone number
(708) 328-8515
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

PCFO CAPITAL

CRD#: 336529St Charles, IL 60174

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