Brian Grefe is a registered investment advisor at Raymond James & Associates, INC., based in Clive, IA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13137 University Ave, Clive, IA, 50325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a member of the finance committee for Wakonda Country Club, a non-profit organization. He spends minimal time reviewing the club's financials and providing feedback on capital allocation decisions.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations24 states
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