Michael Jerome Grant

Employer firm

22 Seven Wealth Management Inc CRD 292402

$24.0M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 11/2017
  Cuna Mutual Group
  Waverly, IA
• 12/2008 → 11/2017
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2018 → Present
  22 Seven Wealth Management Inc.
  Panama City Beach, FL
• 04/2018 → 08/2020
  Saxony Securities
  St. Louis, MO
• 08/2020 → Present
  Innovation Partners Llc
  Charlotte, NC
• 08/2020 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2009-03-27 → 2017-11-27
  Cuna Brokerage Services, Inc.
  Lynn Haven, FL
  Panama City Beach, FL
  Panama City, FL
  Panama City, FL
  Panama City, FL
• 2008-03-24 → 2008-11-10
  Oneamerica Securities, Inc.
  Tampa, FL

Other Businesses

1.Various Insurance Companies (OBA); For Investment Related Business; 455 Harrison Ave., Suite H, Panama City, FL 32401; Non Variable Insurance Sales; Insurance Agent; 4/2018; 40 HRS/MO; Insurance Policy Sales 2.22 Seven Wealth Management, Inc (OBA) for investment related activity, 455 Harrison Ave., Suite H, Panama City, FL 32401; Investment Advisory Business, Financial Advisor, Began in 2018, 160 hours per month during trading hours, conduct advisory business through RIA. 3. INNOVATIONS PARTNERS, LLC; 8/2020; REGISTERED REPRESENTATIVE; Investment Related; 5950 FAIRVIEW RD., #140, CHARLOTTE, NC 28210. 4. IP FINANCIAL ADVISORY SERVICES, LLC; 08/2020; INVESTMENT ADVISER REPRESENTATIVE; SAME ADDRESS AS INNOVATIONS PARTNERS LLC. 5. TURO; NON-INVESTMENT RELATED; SAN FRANCISCO, CA; CAR RENTAL COMPANY; 12 HRS/MTH, SOME DURING TRADING HOURS; DROPS OFF AND PICKS UP CARS FROM AIRPORT. 6. BIZ CHARGE CONSULTING; NON-INVESTMENT RELATED; PANAMA CITY, FL; EV CHARGING CONSULTING COMPANY; 4 HRS/MTH OUTSIDE TRADING HOURS; HELPS BUSINESS ADD EV CHARGING TO THEIR PARKING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-18
• S63 Uniform Securities Agent State Law Examination
  2006-06-28

Designations

• Chartered Financial Consultant