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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Grimsrud is an investment advisor representative with United Planners' Financial Services Of America A Limited Partner. Dana has over 20 years of experience in the financial services industry. Dana has a Series 6, 7, 63, and 65 license, and the SIE exam. Dana specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Dana offers a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Dana has also previously worked at PROEQUITIES, INC., GENEOS WEALTH MANAGEMENT, INC., UNITED SECURITIES ALLIANCE, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., THRIVENT INVESTMENT MANAGEMENT INC., and LUTHERAN BROTHERHOOD SECURITIES CORP.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
11/18/2011 - 01/21/2020
PROEQUITIES, INC. (ROCHESTER MN)
MN
02/27/2004 - 11/18/2011
GENEOS WEALTH MANAGEMENT, INC. (ROCHESTER MN)
CO
09/08/2003 - 03/05/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
11/11/2002 - 09/09/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MN
07/01/2002 - 11/12/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/08/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 02/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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