Sandra
Widmer
Gr Financial Group, LLC
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About this Advisor
Sandra Widmer is a financial advisor working out of Tucson, Arizona with a total of 8 years of industry experience. Widmer works at Gr Financial Group, LLC. Throughout their career, they have worked at Gr Financial Group, LLC and Bgr Financial Group, LLC. Widmer has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Arizona. Gr Financial Group, LLC is an advisory company based out of Tucson, AZ. It controls $740 million in total assets among its 2,386 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,386 accounts, just 14% are associated with high-net-worth clients who have more than $1 million in investable assets. Gr Financial Group, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Gr Financial Group, LLC can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gr Financial Group, LLC Brokerage Details
$739,834,966
9
2,386
$310,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sandra Widmer Work History
Sandra has been registered as a financial advisor for 8 years.*
Gr Financial Group, LLC
Bgr Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sandra Widmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gr Financial Group, LLC
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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