John Anthony Wilmer
Investment adviser representative at Grimes & Company
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Grimes & CompanyJun 2026 to now
- Fidelity InvestmentsJan 2021 to Jun 2026
- Crossfit NcsSep 2019 to Nov 2019
- University of Colorado Colorado SpringsAug 2019 to Feb 2021
- Crossfit MbsApr 2019 to Jul 2019
- Front Range Community CollegeJan 2019 to Jul 2019
- Cali Kids FitnessSep 2018 to Dec 2018
- Cuesta CollegeAug 2018 to Dec 2018
- Crossfit MbsMay 2018 to Aug 2018
- Legacy High SchoolAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Grimes & Company
Legal name: Grimes & Company Wealth Management, LLC
$6.3BAssets managed
3,764Clients
38Advisers
26 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
- 7333312
- Firm CRD
- 109420