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Becky May Kostad

Grove Point Investments, LLC

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About Becky May Kostad

Becky Kostad is a financial advisor with Grove Point Investments, LLC. Becky has been working in the financial industry since 1986. Becky has a Series 6 and SIE licenses and is registered in Montana and North Dakota. Becky's previous experience includes working at Woodbury Financial Services, Inc.

Firm Information

Becky Kostad is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Becky Kostad’s Registration & Firm History

ND

12/04/2009 - Present

Grove Point Investments, LLC (KENMARE ND)

ND

12/10/1986 - 11/30/2009

WOODBURY FINANCIAL SERVICES, INC. (KENMARE ND)

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Licenses & Designations

BC

Issued 12/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Becky May Kostad.
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