Gregory Lynn Grimes
Investment adviser representative at Sem Wealth Management
15 yearsExperience
1 stateRegistered in
$933.5MFirm assets
28 yearsFirm in business
Are you Gregory Lynn Grimes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Sem Wealth ManagementDec 2024 to now
- Osaic Advisory Services, LLCNov 2024 to Dec 2024
- Osaic Wealth, Inc.Jun 2024 to Dec 2024
- Arbor Point AdvisorsApr 2019 to Nov 2024
- Securities America AdvisorsApr 2019 to Jun 2024
- Securities America, Inc.Apr 2019 to Jun 2024
- Centaurus Financial, Inc.Aug 2009 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MO).
Sem Wealth Management
Legal name: Strategic Equity Management, Inc.
$933.5MAssets managed
1,990Clients
8Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2532212
- Firm CRD
- 112142