Erin Grosz
Erin Grosz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bemidji, MN, with 13 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
1600 Paul Bunyan Drive Nw, Bemidji, MN, 56601
Get directionsHistory
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 Activities
Erin works as an associate/employee at First National Bank Bemidji, focusing on program development and customer service for older adults, dedicating about a quarter to half of her time. She also supports Financial Advisors at First National Bemidji Investment Services with account openings and client maintenance, taking about a quarter to half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
State Registrations1 state
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.