Colby R. Mcintire

GRIT FAMILY OFFICE

Cedar Rapids, IA 52401

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CRD#: 7140305

Professional summary

Colby Ryan Mcintire, CFP® is a registered financial advisor currently at GRIT FAMILY OFFICE, LLC located in Cedar Rapids, Iowa.

Colby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Colby has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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 Colby Ryan Mcintire'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

Experience

Current

October 13, 2020 - Present

GRIT FAMILY OFFICE, LLC

Office #1: 427 1st Street Se Suite 100, Cedar Rapids, IA 52401

RIA

CRD#: 290066

Cedar Rapids, IA

Past

November 21, 2019 - October 2, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

WASECA, MN

Past

September 2, 2019 - October 2, 2020

LPL FINANCIAL LLC

CRD#: 6413

WASECA, MN

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

Iowa
(10/13/2020)

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: 11/19/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/31/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/20/2019

Securities Industry Essentials Examination

Current Firm

GRIT FAMILY OFFICE, LLC

GIRT ASSET MANAGEMENT, LLC | HARPER GREY FAMILY OFFICE, LLC | GRIT FAMILY OFFICE, LLC | GRIT ASSET MANAGEMENT, LLC

CRD#: 290066 / SEC#:

Iowa

Registered Investment Advisory firm - (11/28/2017 Approved)

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Contact information

Main Address

427 1st Street Se Suite 100, Cedar Rapids, IA 52401

Mailing Address

Phone number

(319) 551-7889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 82,595,871

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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Colby R. Mcintire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colby Ryan Mcintire's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIT FAMILY OFFICE, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2019

Series 7TO

Date: 8/31/2019

SIE

Date: 7/20/2019

Current Firm

GRIT FAMILY OFFICE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRIT FAMILY OFFICE, LLC

TRUST BUT VERIFY

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