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John Robert Palmer-Kamprath

GRUPP FINANCIAL LLC·JACKSON, Wyoming
SIE, Series 7, Series 7TO, Series 66CFP18 years registeredGRUPP FINANCIAL LLC
1705 HIGH SCHOOL ROAD, JACKSON, WY 83001CRD# 5521689Firm CRD# 168436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Robert Palmer-Kamprath · JACKSON, WY
Registration
CRD #5521689 · GRUPP FINANCIAL LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

GENERATIONAL LEGACIES WEALTH MANAGEMENT
Sep 2023 – present
GRUPP FINANCIAL LLC
Feb 2021 – Aug 2023
Coeur d'Alene, ID
UBS FINANCIAL SERVICES INC.
Jun 2008 – Feb 2021
SPOKANE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 66
Registration record
First registered · June 23, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

2020Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GRUPP FINANCIAL LLC
CRD 168436 · SEC 801-122012
AUM
$82M
Regulatory assets under management
Employees
3
29 client accounts
Services offered by GRUPP FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRUPP FINANCIAL LLC →
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05

Frequently Asked Questions

What services does John Robert Palmer-Kamprath offer?
John Robert Palmer-Kamprath specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JACKSON, Wyoming for a consultation.
What are John Robert Palmer-Kamprath's credentials?
John Robert Palmer-Kamprath holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Robert Palmer-Kamprath located?
John Robert Palmer-Kamprath is based in JACKSON, Wyoming, working with GRUPP FINANCIAL LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does John Robert Palmer-Kamprath charge for services?
John Robert Palmer-Kamprath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRUPP FINANCIAL LLC?
GRUPP FINANCIAL LLC has approximately 3 employees and manages $82M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Peter Grupp
JACKSON, WY
Michael John Estrada
JACKSON, WY

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