Best Investors Account Sign in
Inactive

Brett Larson Grossman

Factor Wealth Management

Chicago, IL

Claim This Profile
Current Employers
Factor Wealth Management

980 N Michigan Avenue Ste 1320, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-09
TX RA APPROVED 2024-09-09
  • IL RA
    APPROVED
    Since 2024-09-09
  • TX RA
    APPROVED
    Since 2024-09-09

Branch Locations

980 N Michigan Avenue Ste 1320, Chicago, IL 60611 • 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
Factor Wealth Management Ltd. Chicago IL 06/2024 09/2024
Factor Wealth Management Ltd. Chicago IL 09/2024 Present
Pnc Financial Services Group, Inc. Pittsburgh PA 08/2022 06/2024
Pnc Financial Services Group, Inc. Pittsburgh PA 08/2021 08/2022
Pnc Financial Services Group, Inc. Pittsburgh PA 06/2020 07/2020
Travelcenters Of America Westlake OH 05/2019 08/2019
Heiman Basketball Camp Chagrin Falls OH 05/2018 08/2018
Cedar Fair Entertainment Company Aurora OH 04/2016 09/2016
Kenston High School Chagrin Falls OH 09/2013 06/2017
The Ohio State University Columbus OH 09/2017 06/2021
  • 06/2024 → 09/2024
    Factor Wealth Management Ltd.
    Chicago, IL
  • 09/2024 → Present
    Factor Wealth Management Ltd.
    Chicago, IL
  • 08/2022 → 06/2024
    Pnc Financial Services Group, Inc.
    Pittsburgh, PA
  • 08/2021 → 08/2022
    Pnc Financial Services Group, Inc.
    Pittsburgh, PA
  • 06/2020 → 07/2020
    Pnc Financial Services Group, Inc.
    Pittsburgh, PA
  • 05/2019 → 08/2019
    Travelcenters Of America
    Westlake, OH
  • 05/2018 → 08/2018
    Heiman Basketball Camp
    Chagrin Falls, OH
  • 04/2016 → 09/2016
    Cedar Fair Entertainment Company
    Aurora, OH
  • 09/2013 → 06/2017
    Kenston High School
    Chagrin Falls, OH
  • 09/2017 → 06/2021
    The Ohio State University
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-27
  • S65 Uniform Investment Adviser Law Examination
    2024-08-27

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor