Thomas Lee Grunbeck

Employer firm

J.r. Prunier Capital Management LLC CRD 321026

$407M 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:

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

Current Employers

Employment History

• 09/2019 → Present
  Grunbeck Financial Services, Llc
  Washougal, WA
• 07/2018 → 08/2019
  Core Corner
  Taipei
• 12/2016 → 06/2018
  Joie International
  Taipei
• 06/2026 → Present
  J.R. Prunier Capital Management Llc
  Holden, MA
• 09/2016 → 11/2016
  Unemployed
  Greer, SC

Other Businesses

Grunbeck Financial Services LLC; residential address in Washougal, WA; Paraplanning; Owner/Fractional Paraplanner; Supporting RIA firms with back-off support; 132 hours/month; 105 hours during securities trading hours

Designations

• Certified Financial Planner

Other Names

• Thomas Grunbeck
• Tom Grunbeck