Rosanne Grenfell
Rosanne Grenfell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wheaton, IL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1745 S. Naperville Road Suite 101, Wheaton, IL, 60189
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rosanne works as a Client Relationship Manager for Foundation Wealth Strategies LLC, starting in 2019. This takes about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations22 states
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