Carmen Marie Grinkis
Investment adviser representative at Aaf Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$727.6MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Aafcpas Insurance, LLCOct 2016 to now
- Aaf Wealth Management, LLCFeb 2016 to now
- Income Protection PartnersFeb 2010 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Aaf Wealth Management, LLC
$727.6MAssets managed
293Clients
7Advisers
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
- 6281958
- Firm CRD
- 164646