David I. Grant

RETIREMENT MATTERS

Barrington, IL 60010

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CRD#: 5862846

Professional summary

David Ian Grant, CFP® is a registered financial advisor currently at RETIREMENT MATTERS, INC. located in Barrington, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 3 firms .

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 David Ian Grant'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^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 30, 2013 - Present

RETIREMENT MATTERS, INC.

Office #1: 777 N. Lake Zurich Rd Suite 125d, Barrington, IL 60010

RIA

CRD#: 167152

Barrington, IL

Past

January 26, 2016 - June 28, 2016

CLARUS FINANCIAL PLANNING

RIA

CRD#: 136843

GENEVA, IL

Past

December 10, 2010 - May 24, 2013

VANTAGE FINANCIAL PARTNERS LIMITED

RIA

CRD#: 123351

ARLINGTON HEIGHTS, IL

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
(5/30/2013)

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

Current Firm

RETIREMENT MATTERS, INC.

FINANCE FOR TEACHERS, INC. | RETIREMENT MATTERS, INC.

CRD#: 167152 / SEC#:

Illinois

Registered Investment Advisory firm - (5/30/2013 Approved)

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Contact information

Main Address

777 N. Lake Zurich Rd Suite 125d, Barrington, IL 60010

Mailing Address

Phone number

(847) 558-6991

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 24,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David I. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ian Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT MATTERS, INC.

CLARUS FINANCIAL PLANNING

VANTAGE FINANCIAL PARTNERS LIMITED

State Registrations and Notice Filings

Exams

Current Firm

RETIREMENT MATTERS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT MATTERS, INC.

TRUST BUT VERIFY

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