Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Gruhl is a financial advisor with over 30 years of experience in the industry. He has a broad background working with various financial institutions and currently holds licenses with both Avantax Planning Partners, Inc. and Avantax Advisory Services. Ivan is a Chartered Financial Analyst and is dedicated to providing personalized financial advice to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IA
03/19/2021 - Present
Avantax Advisory Services (DEBUQUE IA)
IA
08/18/2011 - 12/31/2017
PROEQUITIES, INC. (DUBUQUE IA)
IA
06/16/2010 - 01/18/2011
AVIVA SECURITIES, LLC (WEST DES MOINES IA)
IA
07/23/1986 - 06/24/2008
LEHMAN BROTHERS INC. (DUBUQUE IA)
NA
02/14/1990 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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