Frank Grant Remund

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 10/2007 → 01/2017
  Remund Financial, Llc
  Beaverton, OR
• 12/2011 → Present
  H&R Block
  Beaverton, OR
• 01/2008 → 12/2016
  Remund Financial Planning Llc
  Beaverton, OR
• 01/2017 → 06/2023
  Springwater Wealth Management, Llc
  Portland, OR
• 06/2023 → Present
  Savvy Wealth
  New York, NY

Previous Registrations

• 2017-01-05 → 2023-06-26
  Springwater Wealth Management, Llc
  Lake Oswego, OR
• 2008-01-02 → 2017-01-03
  Remund Financial Planning
  Beaverton, OR
  Beaverton, OR
  Chehalis, WA
  Saint Helens, OR

Other Businesses

ADVISOR DOES PART TIME TAX PREPERATION AT A H&R BLOCK FRANCHISE LOCATED AT 10477 SW BEAVERTON HILLSDALE HIGHWAY BEAVERTON,OR 97006. TIME SPENT IS AROUND 40 TO 80 HOURS A MONTH AND WILL CEASE IN APRIL OF EACH YEAR. ABOUT 10 TO 30 HOURS IS DONE DURING SECURITY TRADING HOURS. START DATE OF 12/22/2011

Exams

• S66 Uniform Combined State Law Examination
  2007-09-17

Designations

• Certified Financial Planner

Other Names

• Frank Remund