Grace Ryan Flesher
Investment adviser representative at Corient
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientNov 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Budros, Ruhlin & RoeJan 2021 to Mar 2023
- Mvnu Business DepartmentAug 2020 to Dec 2020
- Budros, Ruhlin & RoeJun 2020 to Aug 2020
- Mvnu Business DepartmentAug 2019 to May 2020
- Thrivent FinancialMay 2019 to Aug 2019
- Mvnu Business DepartmentAug 2018 to May 2019
- Orrville Pet Spa & ResortMay 2018 to Aug 2018
- Mount Vernon Nazarene UniversityAug 2017 to Dec 2020
- Dalton DarietteMar 2017 to Aug 2017
- Audrey's AtticOct 2013 to Mar 2017
- Orrville High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7110428
- Firm CRD
- 319448