Marshall Grams, CFP®

Financial Advisor at Ledge Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
St Cloud, Minnesota, United States, US

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Jun, 2022
    - Nov, 2024
  • Series 7, Series 66
    FINRA (Financial Industry Regulatory Authority)
    Jul, 2018
    - Nov, 2024
  • Commercial Helicopter Pilot
    Federal Aviation Administration
    Jan, 2017
    - Nov, 2024
  • Air Traffic Control Tower Operator
    Federal Aviation Administration
    Sep, 2012
    - Nov, 2024

Experience

  • Ledge Wealth Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2020 - Present

  • Minnesota National Guard
    • Armed Forces
    • 400 - 500 Employee
    • Blackhawk Helicopter Pilot
      • Sep 2015 - Present

    • Air Traffic Controller
      • Oct 2007 - Sep 2015

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • May 2018 - Sep 2019

Education

  • College for Financial Planning
    CFP® Certification Education Program
    2019 - 2020
  • St. Cloud State University
    Bachelor of Science - BS
    2013 - 2018

Community

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