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Brandon Fredrick Grimm

Kmg Fiduciary Partners, LLC

Toledo, OH

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Current Employers
Kmg Fiduciary Partners, Llc

7530 Kings Pointe Road, Toledo, OH 43617 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-18
  • OH RA
    APPROVED
    Since 2024-07-18

Branch Locations

7530 Kings Pointe Road, Toledo, OH 43617 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Equity Toledo OH 01/2014 12/2016
Sigma Financial Corporation Toledo OH 01/2017 07/2024
Kmg Fiduciary Partners, Llc Toledo OH 07/2024 Present
  • 01/2014 → 12/2016
    Foresters Equity
    Toledo, OH
  • 01/2017 → 07/2024
    Sigma Financial Corporation
    Toledo, OH
  • 07/2024 → Present
    Kmg Fiduciary Partners, Llc
    Toledo, OH
Previous Registrations
  • 2017-01-10 → 2024-07-18
    Spc
    Toledo, OH
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-19
S63 Uniform Securities Agent State Law Examination 2013-03-15
  • S65 Uniform Investment Adviser Law Examination
    2016-12-19
  • S63 Uniform Securities Agent State Law Examination
    2013-03-15
Other Names
  • Brandon F. Grimm
  • Brady F. Grimm

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

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