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Grace Catherine Wellwerts

ROCKY MOUNTAIN PLANNING GROUP, INC·AVON, Colorado
Series 6, Series 7, Series 63Clean record27 years registeredROCKY MOUNTAIN PLANNING GROUP, INC
48 E. BEAVER CREEK SUITE 308, AVON, CO 81620CRD# 1739990Firm CRD# 114507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grace Catherine Wellwerts · AVON, CO
Registration
CRD #1739990 · ROCKY MOUNTAIN PLANNING GROUP, INC · 27 years registered
Brand Profile
Not yet started
01

Career History

CREEKMUR ASSET MANAGEMENT, LLC
Aug 2022 – present
ROCKY MOUNTAIN PLANNING GROUP, INC
Jan 1999 – Aug 2022
AVON, CO
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKY MOUNTAIN PLANNING GROUP, INC
CRD 114507 · SEC 801-66380
AUM
$53M
Regulatory assets under management
Employees
1
202 client accounts
Services offered by ROCKY MOUNTAIN PLANNING GROUP, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROCKY MOUNTAIN PLANNING GROUP, INC →
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05

Frequently Asked Questions

What services does Grace Catherine Wellwerts offer?
Grace Catherine Wellwerts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AVON, Colorado for a consultation.
What are Grace Catherine Wellwerts's credentials?
Grace Catherine Wellwerts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grace Catherine Wellwerts located?
Grace Catherine Wellwerts is based in AVON, Colorado, working with ROCKY MOUNTAIN PLANNING GROUP, INC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Grace Catherine Wellwerts charge for services?
Grace Catherine Wellwerts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKY MOUNTAIN PLANNING GROUP, INC?
ROCKY MOUNTAIN PLANNING GROUP, INC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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