AG
AG

Andrew Walter Grannis

9 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

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Location

18540 Shelburne Road, Cleveland, OH, 44118

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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 Activities

Andrew is associated with Blueprint Financial Corp as a Registered Investment Advisor DBA, dedicating full-time hours to this role. He is also a board member and secretary for the Cleveland Platform Tennis Foundation, a non-profit organization, spending minimal time on this activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
April 2021 - Present · 4 yrs 10 mos
Independent Financial Partners
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Ifp Securities, LLCBroker
May 2019 - August 2020 · 1 yr 3 mos
LPL Financial LLCBroker
July 2016 - May 2019 · 2 yrs 10 mos
State Registrations9 states
CODCFLILINMIOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.