Grand Capital Advisors, LLC
Grand Capital Advisors, LLC (CRD# 300740) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $92,232,397 in 215 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management92MILLION
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Total Number of Accounts215ACCOUNTS
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Average Account Value$428,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, TX
Kenneth Duetsch II (CRD# 2117710) is an Investment Advisor Representative working at Grand Capital Advisors, a fee-only RIA in Grand Blanc, MI and has over 32 years of experience in the finance industry. Kenneth Duetsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards. Ken has also obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Ken has also obtained a Master of Business Administration (MBA) from DePaul University.
Stephen Schiestel (CRD# 7076674) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has 19 year of experience in the wealth management industry. Steve has obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Steve has also obtained a Master of Business Administration (MBA) from Michigan State University and a Bachelor of Business Administration (BBA) in Finance from the University of Michigan-Flint..
Steve is also a full-time fixed-term professor of finance in the Broad College of Business at Michigan State University. In addition to teaching, Steve is the director of the Financial Planning and Wealth Management program.
Bradley Fogleman (CRD# 5905711) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has over 13 years of experience in the finance industry.
Andreas Shick (CRD# 7277776) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has over 3 years of experience in the finance industry.