GC
CFP
GC
CFP

Grant Cetola

3 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

100 North Broadway, Albert Lea, MN, 56007

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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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Employment History
Current Registrations
Intellicents Investment Solutions INC
March 2025 - Present · 11 mos
Previous Registrations
Creative Planning
May 2022 - March 2025 · 2 yrs 10 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Grant Cetola - Financial Advisor | TrueAdvisor