Linda Nmn Grizely

Current Employers

Employment History

• 01/2020 → 01/2022
  Equity Services Inc
  Montpelier, VT
• 12/2018 → 01/2022
  National Life Group
  Chicago, IL
• 10/2015 → 01/2020
  The Art Of Tenacity, Llc
  Crystal Lake, IL
• 03/2015 → 04/2018
  Centegra Health Bridge Fitness Center
  Crystal Lake, IL
• 10/2015 → 10/2016
  Wauconda Area Chamber Of Commerce
  Wauconda, IL
• 02/2016 → 12/2016
  City Of Mchenry - Parks And Recreation
  Mchenry, IL
• 04/2019 → 04/2019
  Intersport, Inc.
  Chicago, IL
• 12/2018 → 01/2022
  Weyers Mckeever Financial Partners
  Lake In The Hills, IL
• 01/2022 → 08/2023
  Fidelity Investments
  Deer Park, IL
• 08/2023 → 08/2024
  Visions Financial Planning, Llc
  Cary, IL
• 08/2024 → 04/2025
  Sageview Advisory Group
  Deer Park, IL
• 06/2024 → Present
  Linda Grizely Ventures, Llc
  Cary, IL
• 06/2024 → 03/2025
  Pinhold, Llc
  Deer Park, IL
• 09/2024 → 03/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2026 → Present
  Nectarine
  Cary, IL
• 03/2025 → Present
  Harmony Financial Planning, Llc
  Cary, IL
• 12/2023 → Present
  Mindset And Money, Llc
  Cary, IL

Previous Registrations

• 2024-08-26 → 2025-04-08
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
  Deer Park, IL
• 2024-01-02 → 2024-08-02
  Visions Financial Planning
  Cary, IL
• 2022-02-17 → 2023-08-08
  Fidelity Personal And Workplace Advisors
  Deer Park, IL
• 2020-10-13 → 2022-01-28
  Equity Services, Inc.
  Chicago, IL
  Lake In The Hills, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2019; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS. 2. NAME OF OTHER BUSINESS: LINDA GRIZELY VENTURES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PUBLIC SPEAKING; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PUBLIC SPEAKING AND WRITING. 3. NAME OF OTHER BUSINESS: HARMONY FINANCIAL PLANNING, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PASS-THROUGH ENTITY USED SOLELY TO RECEIVE COMPENSATION FOR ADVISORY SERVICES PERFORMED THROUGH NECTARINE. THE ENTITY DOES NOT PROVIDE INVESTMENT ADVISORY SERVICES AND HAS NO CLIENTS.; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE OWNERSHIP ONLY. ENTITY IS USED SOLELY FOR COMPENSATION PURPOSES. NO CLIENT INTERACTION, NO ADVISORY SERVICES, AND NO HANDLING OF CLIENT FUNDS OR SECURITIES. 4. MINDSET & MONEY, LLC; NOT INVESTMENT-RELATED; PRIVATE RESIDENCE IN CARY, IL; MINDSET COACHING; MANAGING MEMBER; SOLE OWNER; START DATE: 12/2023; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; BUSINESS MANAGER DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-24

Designations

Other Names

• Linda Joan Parlette
• Linda Parlette Costoff
• Linda Grizely