MG
MG

Marcus Maxwell Grost

2 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$384K average
Assets Under Management
$387.0M

Fee Structure

Minimum Investment:None
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Location

3226 28th Street Se, Kentwood, MI, 49512

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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

Marcus works as an insurance agent for Lakeview Financial Group, LLC, dedicating about a quarter of his time to insurance sales. He started this position in June 2024.

Employment History
Current Registrations
Mattson Financial Services, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Plante Moran Financial Advisors
October 2022 - September 2023 · 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Marcus Maxwell Grost - Financial Advisor | TrueAdvisor