Michael Grajdura (CRD# 7575628) is an Investment Advisor Representative working at Money Concepts Advisory Service in Libertyville, IL and has 1 year of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Money Concepts Capital Corp | Palm Beach Gardens, FL | Jan 2023 - Current | 1 |
The Tranel Group | Libertyville, IL | Jun 2022 - Dec 2022 | < 1 |
Northern Illinois University | Dekalb, IL | Aug 2020 - May 2022 | 1 |
Jewel Osco | Palatine, IL | Jul 2016 - May 2022 | 5 |
William Rainey Harper College | Palatine, IL | Aug 2018 - May 2020 | 1 |
Student | Student, IL | Jan 2013 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2023 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IL
-
Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
-
Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.