Geoffrey Allen Grenert

Current Employers

Employment History

• 01/2006 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 02/2007 → Present
  Grenert Financial Group, Llc Dba Cypress Strategies
  Reno, NV
• 08/2014 → Present
  Cypress Advisory Group, Llc Dba Cypress Strategies
  Reno, NV

Previous Registrations

• 2002-06-28 → 2006-01-17
  Eagle Strategies Llc
  Reno, NV

Other Businesses

(1) Grenert Financial Group, LLC DBA Sierra Legacy Group; 6424 E Greenway Parkway, Scottsdale AZ 85254; M Financial Group Member Firm Principal/Insurance; Investment Related; Managing Member; Marketer and primary client relationship manager; 06/15/2016;160 hours/month; 160 hours/month during business hours. (2) Cypress Advisory Group LLC, dba Sierra Legacy Group; 6424 E Greenway Parkway, Scottsdale AZ 85254; Investment Advisory Representative; Managing Member; Marketer and client interaction; Investment Related; 08/14/2019; 160 hours/month; 160 hours/month during business hours. (3) MLBPA Players Trust; 1325 Avenue of the Americas, New York, NY 10019; Board Member; Not Investment Related; Trustee/Board Member; 9/15/25; 1 HO/MO; 1 HO/MO during trading hours. (3) The Wall LLC; Phoenix, AZ; 9/2023; Hitting Consultant; baseball training facility; not investment-related; 19 hours per month. (4) Axcelus Life; 1650 Market Street 8th Floor, Philadelphia, PA 19103; SMA Management inside of PPLI Investment; Investment Related; Agent; Managing the SMA and Advising on Life Insurance Design; 11/01/2024; 10 hours per month; 10 hours per month during trading hours. (5) GC Sports Product Development LLC; 5356 E Fellars Dr. Scottdale, AZ 85254; Sport Products; Not Investment Related; Owner; Training hitters and selling devices; 10/15/2024; 20 hours per month; 5 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-11
• S63 Uniform Securities Agent State Law Examination
  1997-11-17