Whitney W. Grimm,  CFP<sup>&reg;</sup> - Financial Advisor

Whitney W. Grimm, CFP®

Private Wealth Advisor

Summit Wealth Management, Ameriprise Fin

5420 S Quebec St, Ste 105
Greenwood Village, CO 80111
FINANCIAL ADVISOR'S WEBSITE
(303) 221-6416 CONNECT WITH Whitney
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General

Whitney Grimm is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Management, Ameriprise Fin in Greenwood Village, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO, CA, AZ, NM, FL, OH, TX
  • Health/disability insurance: CO, CA, AZ, NM, FL, OH, TX
  • Fixed annuities: CO, CA, AZ, NM, FL, OH, TX
  • Variable annuities: CO, CA, AZ, NM, FL, OH, TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

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