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David Ian Grant

Retirement Matters, Inc.

Barrington, IL

CRD 5862846

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Employer firm

Retirement Matters, Inc. CRD 167152

$25.0M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Retirement Matters, Inc.

777 N. Lake Zurich Rd Suite 125D, Barrington, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-05-30
  • IL RA
    APPROVED
    Since 2013-05-30

Branch Locations

777 N. Lake Zurich Rd Suite 125D, Barrington, IL 60010 • 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
Retirement Matters, Inc. Cary IL 05/2013 Present
Previous Registrations
  • 2016-01-26 → 2016-06-28
    Clarus Financial Planning
    Geneva, IL
  • 2010-12-10 → 2013-05-24
    Vantage Financial Partners Limited
    Arlington Heights, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERIT FINANCIAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
PATRICK M. SWEENEY & ASSOCIATES, INC

Nearby Investors

GARLAND BRENT KIZER
FRANCESCO PAUL VITALE
PAUL JOSEPH DONATO

Nearby Offices

MERIT FINANCIAL ADVISORS · Barrington, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Barrington, IL
PATRICK M. SWEENEY & ASSOCIATES, INC · Barrington, IL

More in Barrington, IL

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