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Fred LeGrand, CFP®

Fred LeGrand, CFP®

Financial Advisor

Followers of Fred LeGrand, CFP®69 followers
location of Fred LeGrand, CFP®Greater Minneapolis-St. Paul Area

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  • Timeline

  • About me

    Managing Principal, First Vice President, Wealth Advisor at Green Wealth Management Group

  • Education

    • DePaul University

      1967 - 1972
      Bachelor of Science (B.S.) Accounting

  • Experience

    • Robert W. Baird & Co.

      Jan 1995 - Jan 1997
      Financial Advisor

    • UBS

      Jan 1997 - Jan 2006
      Vice President - Investments

    • Wells Fargo Advisors

      Dec 2006 - Nov 2019

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC.

      • Branch Manager, First Vice President - Investment Officer

        Apr 2017 - Nov 2019

      • First Vice President - Investment Officer

        Dec 2006 - Nov 2019

    • Green Wealth Management Group

      Nov 2019 - now
      Managing Principal, First Vice President, Wealth Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER

      CFP Board

  • Volunteer Experience

    • Volunteer

      Issued by Royal Rangers
      Royal RangersAssociated with Fred LeGrand, CFP®

    • Volunteer

      Issued by VOA Children Education
      VOA Children EducationAssociated with Fred LeGrand, CFP®