About Clark Grinde | Never a conflict of interest.

 

 

CG Financial Consulting, LLC

A Fee-Only Investment Advisory Firm

 
President: Clark C. Grinde, CRPS, RFC

1028 Lafayette Ave. Story City, Iowa 50248    

Phone: 515-733-2070 
Toll Free: 877-936-7223  
Email: clark@cgfinan.com

 

 Clark's Education:

  • BA from Iowa State University
  • Registered Investment Advisor (State of Iowa)
  • Chartered Retirement Plans Specialist (from the College for Financial Planning)
  • Registered Financial Consultant from the IARFC or the International Association of Registered Financial Consultants.
Years of Experience: 18
 
Clark Grinde’s Designations: CRPS, RFC
    I am a Registered Investment Adviser, a Chartered Retirement Planning Specialist, --A Registered Financial Consultant.
 
Endowments:
    I currently advise two separate church endowment funds.
 
Clark has recently appeared in:
  • MSN Money
  • US News and World Report Online
  • WHO-Radio in Des Moines Iowa [1040-WHO] Iowa’s Largest radio station.
 
Client Served Geographically:
    Serving Clients in 7 states and based in Iowa.

    At CG Financial Consulting we take a look at your investments, insurance and liabilities, and make a comprehensive financial plan to meet your goals and what you want to achieve. There are no yearly fees or percentages that some planners charge. We charge by the hour or by the plan, there is never a conflict of interest.
 

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