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Grant Luebe

Intro Book
Grant Luebe, a seasoned financial professional, offers expertise in securities, retirement planning, and insurance, serving clients in Cedar Rapids, Iowa.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Series 6
  • Series 63
  • Securities
  • 401k Rollovers
  • Retirement Planning
  • Show all
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Bio

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Grant Luebe is a seasoned financial expert based in Cedar Rapids, Iowa, where he leverages his expertise to provide tailored guidance on Series 6 and Series 63 securities, 401k rollovers, and retirement planning. As a licensed life insurance agent, he helps clients navigate long-term care and asset allocation strategies. Grant's comprehensive skill set is complemented by his certifications, including the prestigious Financial Success for Nonprofits Certificate from Cornell University, issued in March 2020, and the Chartered SRI Counselor (CSRIC) designation from College for Financial Planning, earned in September 2019. With a strong focus on socially responsible investing and ESG investing, Grant empowers clients to make informed decisions that align with their values and goals. His commitment to delivering exceptional service has earned him a reputation as a trusted authority in the financial industry.

Credentials

  • Financial Success for Nonprofits Certificate
    Cornell University
    Mar, 2020
    - May, 2026
  • Chartered SRI Counselor (CSRIC)
    College for Financial Planning
    Sep, 2019
    - May, 2026
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Industry Focus. “Financial Services”

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