Sarah Ann Gritzmacher

Employer firm

Midwestern Securities Trading Company, LLC CRD 101080

$1.98B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PORTFOLIO MANAGEMENT FOR 401(K) RETIREMENT PLANS DEFINED IN SECTION 3(38) OF ERISA RULES

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

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

Current Employers

Employment History

• 06/2020 → Present
  John Graham & Associates
  East Peoria, IL
• 05/2019 → 06/2020
  Mstc
  East Peoria, IL
• 10/2018 → 05/2019
  Osf
  Peoria, IL
• 10/2017 → 10/2018
  Unemployed
  Tremont, IL
• 05/2017 → 10/2017
  Tricoci University
  Peoria, IL
• 07/2016 → 05/2017
  Unemployed
  Tremont, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22