GH
Grant Hartmann
RETIREMENT RESOURCE
West Fargo, ND 58078
Some features on this profile are disabled
CRD#: 8079041
GH
Professional summary
Grant Hartmann is a registered financial advisor currently at RETIREMENT RESOURCE located in West Fargo, North Dakota.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Grant has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Grant Hartmann'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®
NoneExperience
Current
April 21, 2025 - Present
RETIREMENT RESOURCE
Office #1: 3331 Oak Ridge Pond Way East, West Fargo, ND 58078RIA
CRD#: 328341
West Fargo, ND
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
Minnesota(4/21/2025)
IAR
North Dakota(4/29/2025)
IAR
South Dakota(4/30/2025)
Current Firm
RR
RETIREMENT RESOURCE
RETIREMENT RESOURCE | V.C. INSURANCE SALES, INC.
CRD#: 328341 / SEC#:
Minnesota
Registered Investment Advisory firm - (2/16/2024 Approved)North Dakota
Registered Investment Advisory firm - (10/2/2023 Approved)South Dakota
Registered Investment Advisory firm - (10/8/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3331 Oak Ridge Pond Way East, West Fargo, ND 58078
Mailing Address
Phone number
(701) 639-7899
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 290 |
| AUM (Assets Under Management) | $ 53,320,504 |
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.
