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Grayeson Thomas Griess

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

6701 Westown Pkwy, Ste 200, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Grayeson works as a financial representative selling fixed insurance products, including life, disability, annuities, LTC, health, Medicare supplements, and group benefits, dedicating about half of his time to this. He also works as a Door Dasher, spending about 10-20% of his time delivering food.

Employment History
Current Registrations
Independent Wealth Network, INC.
July 2025 - Present · 7 mos
Previous Registrations
Principal Securities, INC.
November 2024 - July 2025 · 8 mos
Principal Securities, INC.Broker
September 2024 - July 2025 · 10 mos
State Registrations2 states
IANE
Advisor
Exams
No exam information available for this advisor.