Grant Wacker
Grant Wacker is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wayzata, MN, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
315 Lake St E, Wayzata, MN, 55391
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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
Grant is involved in several outside business activities, including managing a rental property, serving as a trustee for the Minnesota Planned Giving Council (until the end of 2016), participating as a committee member for the Women's Foundation of Minnesota, helping Unity Church with fundraising, and participating in leadership training with Lawyers for Good Government. These activities require minimal time commitment.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations42 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.