GS
CFP
GS
CFP

Grant S Sims

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,642 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$1M
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Location

1440 Arrowhead Drive, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Grant is an independent insurance agent since 2013 and a licensed insurance agent with Vanbridge Life and Executive Benefits. He sells life, disability, fixed annuities, accident, health, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Tfo Wealth Partners
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Munn Wealth Management, LLC
March 2016 - March 2022 · 6 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.