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Story City Financial Advisors
CG Financial Consulting
1028 Lafayette Ave.
Story City, IA 50248
(515) 733-2070
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Advisor Profile
Name:  Clark Grinde
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Business Description

Non-Biased Financial Planning.
No Loaded Mutual Funds.
No High Cost Annuities.
No High Cost Hidden Fees.
Professional Advice from an Independent.
References will be provided at your request.
From the heartland of Iowa, but we can serve
anyone in the United States.
Serving clients currently in seven states.
We will earn your trust.
 

General Information

Gender:    Male
CRD#:    134136
Insurance License#:    6888766
States Licensed in:    IA
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    7
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BA, History - Iowa State University. Graduated with Honors.


AA degree - Ellsworth Community College
 

Services

Investment Types:    Real Estate, Annuities, Mutual Funds, Insurance, Mortgages & Real Estate, Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Plans Specialist (CRPS®), Registered Investment Advisor (RIA) (State or SEC) or RIA representative
Securities Licenses:    Series 6
Insurance and Annuity Licenses:    Health, Annuity, Accident, Disability, Variable Life, Long Term Care, Variable Annuity, Life
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Firm's Number of Clients:    75
Firm's Number of Planning Clients:    75
Assets Managed by Firm:    $50,000,000
Advisor's Number of Clients:    75
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Flat Fee, Hourly
Hourly Rate:    150
Additional Details on Charges:    Planning Fee is $150. per hour.
Minimum Fee Charged for Hourly Planning Accounts:    $150.
 
 
 
Prepared By: Clark Grinde