Michelle R Grund
Investment adviser representative at Spc
22 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- SpcMar 2020 to now
- Parkland SecuritiesDec 2018 to now
- Sigma Financial CorporationDec 2018 to now
- UnemployedJul 2018 to Dec 2018
- Sagepoint Financial, IncJan 2009 to Jan 2018
- Roberts Financial Services, IncApr 2004 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 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
- 4873886
- Firm CRD
- 110692