James Gruning Email & Phone Number
@joincambridge.com
1 phone found area 763
LinkedIn matched
Who is James Gruning? Overview
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James Gruning is listed as Retired at Cambridge Investment Research, a with 1257 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at joincambridge.com, phone signal with area code 763, and a matched LinkedIn profile for James Gruning.
James Gruning previously worked as Financial Planning Advisor at Cambridge Investment Research and Member of Membership Committee at Financial Planning Association Of Minnesota. James Gruning holds Mba, Finance & Marketing from Texas Christian University - M.J. Neeley School Of Business.
Email format at Cambridge Investment Research
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AeroLeads found 1 current-domain work email signal for James Gruning. Compare company email patterns before reaching out.
About James Gruning
I started my professional financial career at Dain Bosworth in 1995 as a commission stock and bond broker.In 1999, I found a home in fee-based Financial Planning and fee-based investment management. Now I am an "independent financial planner and investment advisor” at Gruning Financial LLC and my broker/dealer is Cambridge Investment Research, Inc. (Fairfield, Iowa). My client relationships are fee-based for securities and planning advice and this makes me their ‘fiduciary’. This was a big change for me but I realized that removing the real or apparent “conflict of interest” with my clients was very important. As a Planner and Advisor, clients know exactly how I am compensated for the work I do. For financial planning work, I charge just like my attorney, my CPA, or my physician does, by the hour; everyone understands this.For instance, they know that when I make a change (buy or sell) to their investment portfolio my goal is to improve asset performance within their ‘personal risk tolerance parameters’. They know I am compensated for a fee determined by the value of their accounts. As the value of their investment accounts increase so do my fees, good we both “win”. This works both ways as there were large drops in financial markets with the tech crash 2000 - 2003 and more recently the crash starting in October of 2007 through March of 2009. My clients know that I have shared some of their pain during tough times.Specialties: Financial Planning (both comprehensive & project oriented), Financial & Investment Advice, Estate Planning, Strategic & Tactical Asset Allocation (with Monte Carlo Simulation), Personal and Property Risk Analysis.
Listed skills include Retirement Planning, Strategic Financial Planning, Wealth Management, Series 7, and 29 others.
James Gruning's current company
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James Gruning work experience
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Financial Planning Advisor
Registered Representative securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Gruning Financial LLC are not affiliated. Jim is a Registered Financial Consultant (RFC) practitioner and adheres to the standards of the Financial Planning Association (FPA) and the International Association of Registered Financial Consultants, Inc. (IARFC)
Member Of Membership Committee
Create “Raving Fans” of FPA Members by enhancing FPA MN membership value and connections, understanding member needs, and providing extraordinary benefits and activitiesMaking a distinct separation of responsibilities between New Member Committee and Member Experience Committee while working together to strive for a great member experience.
Ceo
GF LLC is my creation and I have the luxury of working with the greatest clients in the world. We help with Financial Problem Solving, usually on a fee basis. Clients have the choice of choosing comprehensive or targeted financial advice & planning as well as investment advice & portfolio management.
Manager/Owner
Senior Sales Manager
Cfo
My Grandfather started this business in 1907 after selling his Ice Cream Cone Company of America (started in 1904). We manufactured Ice Cream and Chocolate Candy in South Orange, New Jersey. At our "peak" we had EIGHT retail stores in New Jersey and our ice cream was a consistant "blue ribbon" winner at the National Ice Cream Retailors Association annual competitions. Company had to be sold due to lack of estate planning by my Grandfather as IRS took $1.6 million in 1966 when he died.
Colleagues at Cambridge Investment Research
Other employees you can reach at joincambridge.com. View company contacts for 1257 employees →
Ryan Miller
Colleague at Cambridge Investment ResearchYoungstown, Ohio, United States
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Sam Perry
Colleague at Cambridge Investment ResearchKeosauqua, Iowa, United States
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JM
Jason Mathis
Colleague at Cambridge Investment ResearchCamp Hill, Pennsylvania, United States
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JV
Jeff Voreis
Colleague at Cambridge Investment ResearchFairfield, Iowa, United States
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Rachel Bucher
Colleague at Cambridge Investment ResearchFairfield, Iowa, United States
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DD
Dana Dunn
Colleague at Cambridge Investment ResearchSharon, Pennsylvania, United States
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JW
Jarred Wagner
Colleague at Cambridge Investment ResearchDade City, Florida, United States
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JM
Josh Mayo
Colleague at Cambridge Investment ResearchUnited States
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CM
Carl Myers, Nflpa Registered Player Financial Advisor
Colleague at Cambridge Investment ResearchCharlotte, North Carolina, United States
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KM
Ken Melkovitz
Colleague at Cambridge Investment ResearchFrisco, Texas, United States
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James Gruning education
Mba, Finance & Marketing
Ba, Political Science With Business Administration Minor
Frequently asked questions about James Gruning
Quick answers generated from the profile data available on this page.
What company does James Gruning work for?
James Gruning works for Cambridge Investment Research.
What is James Gruning's role at Cambridge Investment Research?
James Gruning is listed as Retired at Cambridge Investment Research.
What is James Gruning's email address?
AeroLeads has found 1 work email signal at @joincambridge.com for James Gruning at Cambridge Investment Research.
What is James Gruning's phone number?
AeroLeads has found 1 phone signal(s) with area code 763 for James Gruning at Cambridge Investment Research.
Where is James Gruning based?
James Gruning is based in Minneapolis, Minnesota, United States while working with Cambridge Investment Research.
What companies has James Gruning worked for?
James Gruning has worked for Cambridge Investment Research, Financial Planning Association Of Minnesota, Gruning Financial Llc, Greater Wayzata Area Chamber Of Commerce, and Tom James / Gruning Custom Apparel.
Who are James Gruning's colleagues at Cambridge Investment Research?
James Gruning's colleagues at Cambridge Investment Research include Ryan Miller, Sam Perry, Jason Mathis, Jeff Voreis, and Rachel Bucher.
How can I contact James Gruning?
You can use AeroLeads to view verified contact signals for James Gruning at Cambridge Investment Research, including work email, phone, and LinkedIn data when available.
What schools did James Gruning attend?
James Gruning holds Mba, Finance & Marketing from Texas Christian University - M.J. Neeley School Of Business.
What skills is James Gruning known for?
James Gruning is listed with skills including Retirement Planning, Strategic Financial Planning, Wealth Management, Series 7, Investments, Estate Planning, Financial Advisory, and 401K.
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