Corey Gragg, Cfp®

Corey Gragg, Cfp® Email and Phone Number

Director Of Financial Planning at Elk River Wealth Management @ Elk River Wealth Management
denver, colorado, united states
Corey Gragg, Cfp®'s Location
Denver, Colorado, United States, United States
About Corey Gragg, Cfp®

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.

Corey Gragg, Cfp®'s Current Company Details
Elk River Wealth Management

Elk River Wealth Management

View
Director Of Financial Planning at Elk River Wealth Management
denver, colorado, united states
Employees:
7
Corey Gragg, Cfp® Work Experience Details
  • Elk River Wealth Management
    Director Of Financial Planning
    Elk River Wealth Management Nov 2020 - Present
    Denver, Colorado, United States
    We 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.
  • American Century Investments
    Financial Consultant
    American Century Investments Jul 2018 - Nov 2020
    Leawood, Kansas
  • American Century Investments
    Investment Consultant - National
    American Century Investments Jul 2017 - Jul 2018
    Kansas City, Missouri Area
  • American Century Investments
    Investment Specialist - Business & Retirement
    American Century Investments Aug 2016 - Jul 2017
    Kansas City, Missouri
  • American Century Investments
    Investment Representative
    American Century Investments Jun 2015 - Aug 2016
    Kansas City, Missouri
  • Washburn University
    Student
    Washburn University Aug 2010 - May 2015
  • Silver Lake Bank
    Financial Analyst Intern
    Silver Lake Bank May 2014 - Aug 2014
    Worked 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

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.