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Inactive

Grace Ann Touchette

Rockefeller Financial LLC

Grand Rapids, MI

Chicago, IL

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-14
  • MI RA
    APPROVED
    Since 2026-04-14

Branch Locations

45 Ottawa Ave Sw, Suite 700, Grand Rapids, MI 49503 • United States

222 West Adams Suite 2450, Chicago, IL 60606 • 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
Tfo Wealth Partners Maumee OH 05/2023 08/2025
Northfield High School Northfield MN 06/2014 06/2018
Hillsdale College Hillsdale MI 06/2018 05/2023
Northfield High School Northfield MN 06/2016 08/2021
Hillsdale College Athletics Facilities Hillsdale MI 01/2019 05/2023
Crack Of Dawn Bakehouse Northfield MN 06/2021 08/2022
Innovia Wealth Grand Rapids MI 09/2025 04/2026
Rockefeller Financial Llc Grand Rapids MI 04/2026 Present
  • 05/2023 → 08/2025
    Tfo Wealth Partners
    Maumee, OH
  • 06/2014 → 06/2018
    Northfield High School
    Northfield, MN
  • 06/2018 → 05/2023
    Hillsdale College
    Hillsdale, MI
  • 06/2016 → 08/2021
    Northfield High School
    Northfield, MN
  • 01/2019 → 05/2023
    Hillsdale College Athletics Facilities
    Hillsdale, MI
  • 06/2021 → 08/2022
    Crack Of Dawn Bakehouse
    Northfield, MN
  • 09/2025 → 04/2026
    Innovia Wealth
    Grand Rapids, MI
  • 04/2026 → Present
    Rockefeller Financial Llc
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-25
  • S65 Uniform Investment Adviser Law Examination
    2023-10-25

View on SEC IAPD

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