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Michael Joseph Grimm

Csenge Advisory Group, LLC

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About Michael Joseph Grimm

Michael Grimm is a financial advisor with over 13 years of experience in the financial services industry. Michael is a Certified Financial Planner™ professional and holds a Series 6, 7, 63, and 65 securities license. Michael is currently registered with Csenge Advisory Group, LLC in Texas and Florida. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael specializes in providing financial planning, investment advice, and asset allocation services.

Firm Information

Michael Grimm is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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.

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asset allocation services

Asset allocation services

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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Michael Grimm’s Registration & Firm History

TX

10/11/2024 - Present

Csenge Advisory Group, LLC (DALLAS TX)

TX

04/18/2011 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

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Licenses & Designations

IA

Issued 02/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/16/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Joseph Grimm.
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