Joshua Michael Grass

Employer firm

Stapleton Asset Management, LLC CRD 323703

$31.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2020 → Present
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 05/2016 → 03/2020
  Securian Financial
  Saint Paul, MN
• 09/2013 → 06/2017
  University Of Saint Thomas
  Saint Paul, MN
• 09/2011 → 09/2016
  The Lodge Des Peres
  Des Peres, MO
• 08/2022 → Present
  Allianz Life Financial Services, Llc
  Minneapolis, MN

Other Businesses

Mr. Grass does have other business activities. He is the President of AsteraWealth LLC. - The business is investment related. - Address: 226 Greenway Drive, Delano, MN 55328 - Nature: Mr. Grass lends his expertise and relationships within the defined contribution space to help firms expand into the market. - The LLC was formed in July of 2025 - Approximately 40-60 hours a month are dedicated to this business - Mr. Grass provides consulting services based on his background and expertise related to the defined contribution market

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-19

Designations

• Chartered Financial Analyst