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Ethan Jon Gruenke

Investment adviser representative at Csp Financial Group LLC
9 yearsExperience
2 statesRegistered in
$150.6MFirm assets
3 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

9 years in the industry.

  1. Ethan Gruenke, Sole ProprietorJun 2024 to now
  2. Csp Financial Group, LLCApr 2024 to now
  3. Iron SupportsApr 2024 to Aug 2024
  4. Veritas Financial Services, LLCOct 2021 to Apr 2024
  5. TorginolJun 2020 to Sep 2021
  6. Best BuyAug 2019 to May 2022
  7. Kohler Co.Jun 2018 to Aug 2019
  8. Edgewater PlumbingMay 2017 to Aug 2017
  9. Full-time StudentSep 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Csp Financial Group LLC

$150.6MAssets managed
397Clients
21Advisers
3 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
7699010
Firm CRD
310819
Advisor's SEC record (opens in a new tab)
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