Gregory Grunsted
Gregory Grunsted is a registered investment advisor at Van Clemens Wealth Management, LLC, based in Minneapolis, MN, with 37 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 616 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.
Location
900 2nd Avenue South, Suite 1500, Minneapolis, MN, 55402
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gregory works for the Minnesota Orchestra Association, calling exiting patrons and donors to describe the events calendar and schedule. This takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. IncorporatedBroker
Previous Registrations
Feltl Advisors
Feltl & CompanyBroker
Miller Johnson Steichen Kinnard, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Hutchison Financial CorporationBroker
Norcap Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
E. F. Hutton & Company INCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.