KM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
95 clients
Average Client Portfolio
$371K average
Assets Under Management
$35.3M
Fee Structure
Financial Planning:Investment management only
Mr. Grubb works as a registered representative and is licensed to sell life insurance, long-term care, and fixed annuities on a commission basis. He may also receive 12(b)-1 trail or service fees from Mutual Fund companies.
Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information
Office location
9 S Washington St, Ste 211, Spokane, WA, 99201
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kristy works as a sales assistant at Lodestone Wealth Management LLC, providing investment advisory services. This is a nearly full-time commitment, involving books and records and general office duties.
Employment History
Current Registrations
Northwest Investment Advisors, INC. Broker
June 2013 - Present · 12 yrs 7 mos
Lodestone Wealth Management LLC
May 2011 - Present · 14 yrs 8 mos
Previous Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
March 2011 - June 2013 · 2 yrs 3 mos
Alliant Securities, INC. Turner, Nord, Kienbaum Broker
January 2011 - June 2013 · 2 yrs 5 mos
State Registrations2 states
IDWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.