Michael C. Grimm

INTENTIONAL LIVING FP

Brownsboro, TX

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CRD#: 6577073

Professional summary

Michael Cade Grimm, who also goes by Cade Grimm, is a registered financial advisor currently at INTENTIONAL LIVING FP located in Brownsboro, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cade Grimm

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 Michael Cade Grimm'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

July 23, 2025 - Present

INTENTIONAL LIVING FP

RIA

CRD#: 312500

Brownsboro, TX

Past

September 8, 2022 - November 13, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Wright City, OK

Past

September 7, 2022 - November 13, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

November 12, 2021 - July 26, 2022

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

FORT WORTH, TX

Past

November 12, 2021 - July 26, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

July 13, 2018 - March 26, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

October 4, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

December 7, 2015 - March 25, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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

Texas
(7/23/2025)

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 66

Date: 10/2/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/14/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2015

General Securities Representative Examination

Current Firm

INTENTIONAL LIVING FP

INTENTIONAL LIVING FP | INTENTIONAL LIVING FP LLC

CRD#: 312500 / SEC#:

Texas

Registered Investment Advisory firm - (2/25/2021 Approved)

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Contact information

Main Address

123 N Seguin Ave. Ste 202, New Braunfelss, TX, 78130

Mailing Address

Phone number

(830) 624-5311

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 33,126,724

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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Firm Stability Insights

Michael C. Grimm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Cade Grimm's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2017

Series 63

Date: 12/14/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2015

Current Firm

INTENTIONAL LIVING FP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTENTIONAL LIVING FP

TRUST BUT VERIFY

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