GV
CFP
GV
CFP

Grant Vries

18 Years of Experience
Sioux Center, IA
BrokerSells Insurance

Grant Vries is a CFP-designated registered investment advisor, based in Sioux Center, IA, with 18 years of industry experience.

Location

209 S. Main Ave, Sioux Center, IA, 51250

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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

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
October 2021 - Present · 4 yrs 7 mos
Kestra Advisory Services, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Infinex Investments, INC.Broker
October 2018 - October 2021 · 3 yrs
Infinex Investments, INC.
October 2018 - October 2021 · 3 yrs
Investment Advisors CORP
July 2007 - October 2018 · 11 yrs 3 mos
Broker Dealer Financial Services CORP.Broker
June 2007 - October 2018 · 11 yrs 4 mos
State Registrations5 states
IAINMNNDSD
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.
Grant Vries - Financial Advisor | TrueAdvisor