Corey
Gragg

Elk River Wealth Management LLC

CRD#6501279
Investment Advisor
in Denver, CO

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About this Advisor

Corey Gragg is a certified financial planner based out of Denver, Colorado with 3 years of industry experience. Gragg is an advisor for Elk River Wealth Management LLC. During their career, Gragg has held roles at Elk River Wealth Management, LLC, Washburn University, American Century Investment Services, Inc, Silver Lake Bank and Blue Valley Recreation. Gragg maintains a Series 63 license, certifying them as a securities agent, and can serve investors in Colorado. Elk River Wealth Management LLC is a registered investment firm headquartered in Denver, CO. The firm has offices in two locations and a total of 14 advisors. It manages $831 million in assets under management between its 735 accounts, making it one of the bigger firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 735 accounts, 39% are held by high-net-worth clients who have greater than $1 million in assets. Elk River Wealth Management LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which service is provided. Fees billed by Elk River Wealth Management LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1125 17Th Street Suite 720
Denver, CO 80202

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Elk River Wealth Management LLC Brokerage Details

Total Assets Under Management

$830,816,633

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

735

CO Average: 1,101
Average Account Size

$1,130,363

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Corey Gragg Work History

Corey has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Elk River Wealth Management, LLC

2015 - 2020 (5 years)

American Century Investment Services, Inc

2014 - 2014 (< 1 year)

Silver Lake Bank

2014 - 2014 (< 1 year)

Blue Valley Recreation

2010 - 2015 (5 years)

Washburn University

*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 Corey Gragg 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 Elk River Wealth Management LLC

Daniel Owens
Denver, CO
Juliet Hull
Denver, CO
Rita Day
Denver, CO
Jon Springer
Denver, CO
Joseph Rusinko
Denver, CO
Brooks Merrifield
Denver, CO
David Carroll
Denver, CO
Sherry Tomasello
Denver, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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