Scott Genzman
Scott Genzman is a registered investment advisor at Gr Financial Group, LLC, based in Tucson, AZ, with 33 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,563 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Location
4556 E Camp Lowell, Tucson, AZ, 85712
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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 ActivitiesSells Insurance
Scott is involved in several outside business activities, including a family farm, real estate ventures, and a non-profit. He is also a registered representative with GR Financial Group, LLC and Mutual Securities, Inc., and an independent insurance agent with GR Financial Group LLC (Insurance).
Employment History
Current Registrations
Gr Financial Group, LLC
Mutual Securities, INC.Broker
Previous Registrations
Bgr Financial Group, LLC
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Pruco Securities CorporationBroker
State Registrations11 states
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