Ethan Jon Gruenke

Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• PORTFOLIO ANALYSIS (MRI) SERVICES

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

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

Current Employers

Employment History

• 05/2017 → 08/2017
  Edgewater Plumbing
  Sheboygan, WI
• 06/2018 → 08/2019
  Kohler Co.
  Kohler, WI
• 06/2020 → 09/2021
  Torginol
  Sheboygan, WI
• 08/2019 → 05/2022
  Best Buy
  Kohler, WI
• 10/2021 → 03/2024
  Veritas Financial Services Llc
  Plymouth, WI
• 09/2015 → 06/2019
  Full-Time Student
  Sheboygan Falls, WI
• 04/2024 → 08/2024
  Iron Supports
  Howards Grove, WI
• 04/2024 → Present
  Csp Financial Group, Llc
  Scottsdale, AZ
• 06/2024 → Present
  Ethan Gruenke, Sole Proprietor
  Sheboygan Falls, WI
• 02/2023 → 04/2024
  Veritas Financial Services, Llc
  Plymouth, WI

Previous Registrations

• 2023-02-10 → 2024-04-09
  Veritas Financial Services, Llc
  Plymouth, WI

Other Businesses

Ethan Gruenke, Sole Proprietor; Investment Related; Sheboygan Falls, WI; Insurance Agent; Fixed Insurance Sales; Started 06/2024; Approximately 48 hours spent per month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-04