Joseph Gerard Grobbel

Current Employers

Employment History

• 08/2016 → 09/2016
  Wells Fargo Advisors
  Troy, MI
• 09/2016 → 12/2016
  Harpers Restaurant
  East Lansing, MI
• 06/2017 → 07/2017
  Coyote Logistics
  Ann Arbor, MI
• 08/2016 → Present
  Ifs Financial Services
  Cincinnati, OH
• 08/2016 → Present
  Touchstone Securities
  Cincinnati, OH
• 08/2013 → 06/2017
  Student
  East Lansing, MI

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-20
• S63 Uniform Securities Agent State Law Examination
  2017-09-21

Other Names

• Jack Gerard Grobbel