Grant Scott Dahlquist
Investment adviser representative at Cerity Partners LLC
14 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cerity Partners LLCOct 2025 to now
- Hamilton Capital, LLCOct 2022 to Sep 2025
- UnemployedAug 2022 to Oct 2022
- Acme ToolsJun 2022 to Aug 2022
- UnemployedMar 2022 to Jun 2022
- Doordash, Inc.Aug 2021 to Mar 2022
- Alerus FinancialJun 2021 to Aug 2021
- Doordash, Inc.Feb 2021 to Jun 2021
- Gap, Inc.Oct 2020 to Feb 2021
- StudentJul 2018 to Oct 2020
- Maple Hill Golf CourseApr 2018 to Jul 2018
- StudentJan 2012 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7658810
- Firm CRD
- 151559