LG
CFP · ChFC
LG
CFP · ChFC

Londa Grinna

24 Years of Experience
Decorah, IA
BrokerSells Insurance

Londa Grinna is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Decorah, IA, with 24 years of industry experience. Londa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

521 W Water St, Decorah, IA, 52101

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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

Londa sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. She is also a 50% owner of Lifetime Financial Solutions and spends nearly full-time on this. Finally, Londa provides notary services, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2013 - June 2023 · 10 yrs 5 mos
Primevest Financial Services, INC.Broker
August 2001 - October 2005 · 4 yrs 2 mos
State Registrations10 states
AZCAIAINMNMONETNUTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.