linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kurt Alan Grimmer

American Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kurt? Claim Your Profile

About Kurt Alan Grimmer

Kurt Grimmer is a registered representative with American Wealth Management, Inc. Kurt Grimmer has over 12 years of experience in the financial industry. Kurt Grimmer has experience working with a range of clients, including high-net-worth individuals and other individuals. Kurt Grimmer holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination. Kurt Grimmer has a current registration in 5 states, including Arizona, Florida, North Carolina, South Carolina, and Washington. Kurt Grimmer is based out of the ALPHARETTA, GA office of American Wealth Management, Inc.

Firm Information

Kurt Grimmer is currently registered with American Wealth Management, Inc.. American Wealth Management, Inc. is a corporation formed in November 1989 and based in Alpharetta, Georgia. They provide investment advisory services to individuals and other investment advisors. The firm manages over $217 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth individuals. They are registered with the SEC and in 36 states.
American Wealth Management, Inc.

3480 PRESTON RIDGE ROAD

ALPHARETTA, GA 30005

$217.52M

Assets Under Management

Not reported

Total Clients

12

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kurt Grimmer’s Registration & Firm History

GA

03/18/2021 - Present

American Wealth Management, Inc. (ALPHARETTA GA)

WA

06/12/2015 - 01/14/2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TACOMA WA)

WA

12/06/2013 - 01/07/2014

EDWARD JONES (GIG HARBOR WA)

WA

03/16/2010 - 04/05/2013

WELLS FARGO ADVISORS, LLC (TACOMA WA)

Not sure if Kurt Alan Grimmer is right for you?

Licenses & Designations

BOTH

Issued 03/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Alan Grimmer.
Not sure if Kurt Alan Grimmer is right for you?