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Scott Benson Grissom

Socrates Financial Planning

Jenison, MI

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Current Employers
Socrates Financial Planning

Jenison, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-05-22
  • MI RA
    APPROVED
    Since 2024-05-22

Branch Locations

Jenison, MI • 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
Grand Valley State University Allendale MI 09/1999 05/2025
Henrickson Nauta Wealth Advisors Belmont MI 11/2021 03/2022
Socrates Financial Planning Jenison MI 01/2024 Present
Savant Wealth Management Rockford IL 06/2023 12/2023
Fiduciary Financial Advisors Grand Rapids MI 10/2022 06/2023
  • 09/1999 → 05/2025
    Grand Valley State University
    Allendale, MI
  • 11/2021 → 03/2022
    Henrickson Nauta Wealth Advisors
    Belmont, MI
  • 01/2024 → Present
    Socrates Financial Planning
    Jenison, MI
  • 06/2023 → 12/2023
    Savant Wealth Management
    Rockford, IL
  • 10/2022 → 06/2023
    Fiduciary Financial Advisors
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-22
  • S65 Uniform Investment Adviser Law Examination
    2008-07-22
Designations

View on SEC IAPD

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