Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Oliver Koentz is an active investment advisor representative registered in Illinois and Missouri. Grant holds the Series 7, Series 66, and SIE exams. Grant's current firm is &partners, LLC, which is a Registered Investment Advisor with over $1 billion to $10 billion in assets under management. Grant has been working in the financial services industry since 2008. His previous firms include Wells Fargo Clearing Services, LLC and Wayne Hummer Investments L.L.C.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
02/01/2024 - Present
&partners (COLLINSVILLE IL)
MO
04/21/2014 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IL
04/24/2008 - 03/05/2014
WAYNE HUMMER INVESTMENTS L.L.C. (COLLINSVILLE IL)
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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