Michael Joseph Grimm
Investment adviser representative at Schwab Wealth Advisory, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
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.
- Charles Schwab & Co., Inc.Aug 2026 to now
- Schwab Wealth Advisory, Inc.Aug 2026 to now
- Madison Avenue SecuritiesOct 2024 to Aug 2026
- Csenge Advisory GroupSep 2024 to Aug 2026
- The Wingard Group dba Wayfinder GroupSep 2024 to Aug 2026
- Charles Schwab & Co., Inc.Nov 2020 to Sep 2024
- Schwab Wealth Advisory IncNov 2020 to Sep 2024
- TIAAMar 2011 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMar 2011 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5907581
- Firm CRD
- 159035