MG
CFP
MG
CFP

Michael Allen Gramm

11 Years of Experience
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M

Fee Structure

Minimum Investment:None
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Location

217 Industrial Drive Sw, Willmar, MN, 56201

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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 Activities

Michael is a partner in M&S Properties LLC, a real estate partnership, acting as a landlord to a CPA, dedicating minimal time. He also serves as a trustee for the Olivia Siegel Trust, monitoring investments and tracking expenditures, spending minimal time.

Employment History
Current Registrations
Sutterfield Financial Group, INC.
January 2014 - Present · 12 yrs 1 mo
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.