Corey Gragg, Cfp® Email and Phone Number
Corey Gragg is the Director of Financial Planning at Elk River Wealth Management, an independent investment advisory firm that embraces a financial planning platform in order to deliver comprehensive wealth management solutions to clients in Colorado, Arizona, Nebraska, and across the United States. Corey is an experienced wealth advisor that works with individuals, families, and business owners to put together goal-based, comprehensive financial plans. What he enjoys most is working with families to provide financial independence and peace of mind through detailed planning and seeing them reach their goals. He takes his clients’ trust in him seriously and strives to continue to earn it every day.Prior to joining Elk River Wealth Management, Corey held various sales and advisory roles with American Century Investments, located in Kansas City. Corey holds an accounting & finance degree from Washburn University in Topeka, Kansas, a Master of Science in Personal Financial Planning through The College for Financial Planning, and the CERTIFIED FINANCIAL PLANNER™ certification. Corey lives and works in Denver, Colorado. Outside of work, he loves to hike, run, golf, and spend time with family and friends. To learn more about Corey, please visit https://elkriverwealth.com/---Elk River Wealth Management LLC (“Elk River”) is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments Inc. (“PKS”), Member FINRA/SIPC.Headquartered at 80 State Street, Albany, NY 12207. Check the background of PKS on FINRA’s Broker CheckPurshe Kaplan Sterling and Elk River Wealth are not affiliated companies.
Elk River Wealth Management
View- Website:
- elkriverwealth.com
- Employees:
- 7
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Director Of Financial PlanningElk River Wealth Management Nov 2020 - PresentDenver, Colorado, United StatesWe are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life. -
Financial ConsultantAmerican Century Investments Jul 2018 - Nov 2020Leawood, Kansas -
Investment Consultant - NationalAmerican Century Investments Jul 2017 - Jul 2018Kansas City, Missouri Area -
Investment Specialist - Business & RetirementAmerican Century Investments Aug 2016 - Jul 2017Kansas City, Missouri -
Investment RepresentativeAmerican Century Investments Jun 2015 - Aug 2016Kansas City, Missouri -
StudentWashburn University Aug 2010 - May 2015 -
Financial Analyst InternSilver Lake Bank May 2014 - Aug 2014Worked in conjunction with the lending staff to maintain the quality of the Bank’s loan portfolio by spreading and analyzing financial information, generating reports, researching various industries and obtaining current and complete information from customers and potential customers.
Corey Gragg, Cfp® Education Details
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Accounting And Finance -
College For Financial PlanningMaster Of Science In Personal Financial Planning
Frequently Asked Questions about Corey Gragg, Cfp®
What company does Corey Gragg, Cfp® work for?
Corey Gragg, Cfp® works for Elk River Wealth Management
What is Corey Gragg, Cfp®'s role at the current company?
Corey Gragg, Cfp®'s current role is Director Of Financial Planning at Elk River Wealth Management.
What schools did Corey Gragg, Cfp® attend?
Corey Gragg, Cfp® attended Washburn University, College For Financial Planning.
Who are Corey Gragg, Cfp®'s colleagues?
Corey Gragg, Cfp®'s colleagues are Jt Rusinko, Cfa, Brooks Merrifield, Juliet Hull, Cfp®, Rk Day, Josh Weisel.
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