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Derek Curtis Grimmer

Hurlow Wealth Management Group, Inc.

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About Derek Curtis Grimmer

Derek Curtis Grimmer is an investment advisor representative with Hurlow Wealth Management Group, Inc. in Bloomington, Indiana. Derek is a Certified Financial Planner and has been in the industry since 2016. He is registered as an Investment Advisor Representative in Indiana and specializes in Financial Planning, Portfolio Management for Individuals, Pension Consulting and Selection of Other Advisers. Derek's current registrations are through Hurlow Wealth Management Group, Inc..

Firm Information

Derek Grimmer is currently registered with Hurlow Wealth Management Group, Inc.. Hurlow Wealth Management Group, Inc. is an independent wealth management firm based in Bloomington, Indiana. They provide a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has a team of experienced professionals who are committed to helping their clients achieve their financial goals. They serve a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $658 million in assets and has over 1,900 accounts.
Hurlow Wealth Management Group, Inc.

3925 HAGAN ST.

BLOOMINGTON, IN 47401

$658.11M

Assets Under Management

30

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Derek Grimmer’s Registration & Firm History

IN

08/23/2019 - Present

Hurlow Wealth Management Group, Inc. (BLOOMINGTON IN)

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Licenses & Designations

IA

Issued 08/23/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Curtis Grimmer.
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