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Carl H Grund

Osaic Wealth, Inc.

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About Carl H Grund

Carl Grund is a financial advisor who has been in the industry since 2008. Carl is currently registered with Osaic Wealth, Inc. and is located in Vienna, VA. Carl is a Certified Financial Planner (CFP) and holds the Series 66, SIE and Series 7 securities licenses. Carl is active in the financial industry and has a broad range of experience, including financial planning, portfolio management, and investment advisory services. Carl is able to provide services to a variety of clients, including individuals, corporations, and other businesses, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.

Firm Information

Carl Grund is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Grund’s Registration & Firm History

VA

11/02/2018 - Present

Osaic Wealth, Inc. (VIENNA VA)

VA

01/01/2009 - 11/02/2018

SIGNATOR INVESTORS, INC. (VIENNA VA)

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Licenses & Designations

BOTH

Issued 04/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl H Grund.
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