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CFP
MG
CFP

Molly Grimm

LPL Financial LLC
11 Years of Experience
Cincinnati, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Molly Grimm is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, with 11 years of industry experience. Molly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8241 Cornell Road Ste 210, Cincinnati, OH, 45249

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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

Molly is an independent insurance broker since 2018, working with companies like OneAmerica, American National, and AIG/American General, and also sells Long Term Care. She also serves on the Board of Directors for NASPP and as an Advisory Board Member for Grimm, dedicating a few hours per week to each role.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2026 - Present · 2 mos
LPL Financial LLC
August 2026 - Present · 2 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
November 2017 - September 2026 · 8 yrs 10 mos
Ameriprise Financial Services, LLC
November 2017 - September 2026 · 8 yrs 10 mos
Independent Financial Partners
April 2016 - January 2018 · 1 yr 9 mos
LPL Financial LLCBroker
November 2015 - December 2017 · 2 yrs 1 mo
Cinfin Capital Management
November 2004 - November 2005 · 1 yr
State Registrations30 states
ALARAZCACOFLGAIAILINKSKYLAMAMDMIMNNCNJNYOHPASCTNTXUTVAVTVirgin IslandsWA
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.
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