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Simon D. Granner

Some features on this profile are disabled
CRD#: 5819063
SG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Simon Dude Granner was a registered financial professional .

Simon is a previously registered financial professional and started their career in finance in 2011. Simon had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
REWIRED ENTERPRISES, LLC POSITION: Owner, Business Coach, Speaker, Trainer NATURE: Independent performance coach, speaker and trainer. As such, I own my own consulting firm focused on leadership development and strategic growth through collaboration. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2020 ADDRESS: 390 Willowbrook Way, Geneva IL 60134, United States DESCRIPTION: Keynote speaking, workshop presentations, coaching individuals and groups - all centered and focused around the topic of leadership development and collaboration.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

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

RP
REWIRED PLANNING, LLC
REWIRED PLANNING, LLC

CRD#: 310473 / SEC#:

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Contact information

Main Address
Geneva, IL
Mailing Address
Phone number
(312) 937-3931
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

REWIRED PLANNING, LLC

CRD#: 310473

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