Grant Marshall Kennedy

Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 02/2024 → Present
  Certified Financial Group
  Altamonte Springs, FL
• 08/2019 → 12/2023
  University Of Florida
  Gainesville, FL
• 06/2022 → 08/2022
  Franklin Templeton
  St. Petersburg, FL
• 01/2022 → 06/2022
  Omni Consulting Firm
  Gainesville, FL
• 10/2018 → 08/2019
  Hollister Clothing Co.
  Coral Springs, FL
• 08/2015 → 06/2019
  Coral Springs Highschool
  Coral Springs, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-15

Designations

• Certified Financial Planner