Cameron J Clemens
Investment adviser representative at Grand Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$597.8MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Grand Wealth Management, LLCMay 2026 to now
- Northern TrustAug 2021 to May 2026
- Morgan StanleyMar 2021 to Jul 2021
- Hungerford ValuationJan 2020 to May 2020
- Willis ConsultingMay 2019 to Aug 2019
- Grand Valley State UniversityAug 2016 to May 2020
- Blythefield Memory GardensJul 2013 to Jan 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Grand Wealth Management, LLC
$597.8MAssets managed
156Clients
7Advisers
22 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
- 6902144
- Firm CRD
- 132137