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Grayson Richter

3 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Grayson Richter is a registered investment advisor, based in Ann Arbor, MI, with 3 years of industry experience.

Location

Ann Arbor, MI

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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

Grayson works as an Associate Advisor for 168 Wealth Strategists and Focus Financial Group, dedicating full-time hours to each. He also works as an insurance producer selling life insurance and annuities, spending minimal time on this activity.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
July 2025 - Present · 1 yr
J. W. Cole Advisors, INC.
January 2023 - Present · 3 yrs 6 mos
State Registrations1 state
MI
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.
Grayson Richter - Financial Advisor | TrueAdvisor