Lynsey Marie Richter
Investment adviser representative at Gr Financial Group, LLC
19 yearsExperience
1 stateRegistered in
$1.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Gr Financial Group, LLCJan 2015 to now
- Mutual SecuritiesJun 2007 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Gr Financial Group, LLC
$1.1BAssets managed
1,553Clients
7Advisers
11 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
- 2932312
- Firm CRD
- 172370