Garrett Franklin Grenert

Employer firm

Sierra Legacy Group CRD 172113

$153M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2018 → 07/2020
  M Holdings Securities, Inc.
  Portland, OR
• 09/2017 → 09/2020
  Grenert Financial Group, Llc
  Scottsdale, AZ
• 09/2015 → 09/2017
  Jj's Pie Company
  Reno, NV
• 07/2020 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 09/2020 → Present
  Cypress Strategies
  Scottsdale, AZ

Other Businesses

1) Grenert Financial Group LLC DBA Sierra Legacy Group; 6424 E. Greenway Parkway, Suite #100, Scottsdale, AZ 85254; Insurance, M Financial Group Member Firm Employee; Investment related; Agent; Insurance sales and servicing; 09/30/2018; 130 ho/mo; 100 ho/mo during trading hours. 2) Cypress Advisory Group, LLC dba Sierra Legacy Group; 6424 E. Greenway Parkway, Suite #100, Scottsdale, AZ 85254; RIA; Investment related; Advisor; Advisig clients on investment offerings; 10/20/2020; 130 ho/mo; 100 ho/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-17