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Grant Henry Hoefert

Wealthier Way, LLC

Sioux Falls, SD

CRD 7161555

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Employer firm

Wealthier Way, LLC CRD 304347

$3.28M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealthier Way, Llc

Sioux Falls, SD • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2020-01-06
  • SD RA
    APPROVED
    Since 2020-01-06

Branch Locations

Sioux Falls, SD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Healthpro Financial Planning Madison SD 05/2019 07/2020
Unemployed Madison SD 04/2017 05/2019
Federal Deposit Insurance Corporation Sioux Falls SD 08/2011 04/2017
Wealthier Way, Llc Sioux Falls SD 07/2020 Present
  • 05/2019 → 07/2020
    Healthpro Financial Planning
    Madison, SD
  • 04/2017 → 05/2019
    Unemployed
    Madison, SD
  • 08/2011 → 04/2017
    Federal Deposit Insurance Corporation
    Sioux Falls, SD
  • 07/2020 → Present
    Wealthier Way, Llc
    Sioux Falls, SD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-15
  • S65 Uniform Investment Adviser Law Examination
    2019-04-15

View on SEC IAPD

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