Grant Vries
Grant Vries is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Sioux Center, IA, with 19 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
209 S. Main Ave, Sioux Center, IA, 51250
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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 ActivitiesSells Insurance
Grant works as a Wealth Advisor for Kestra Advisory Services and Doelman Financial Advisory & Wealth Management, Inc., spending nearly full-time on these activities. He also serves on the long-range finance committee for Trinity Christian Reformed Church, is the owner/registered agent of DeVries Financial Advisory & Wealth Management, LLC, and is a board member for Rock Valley Christian School.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
State Registrations5 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.
Exams
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