Michael
Grau
Axiom Financial Strategies Group, LLC
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About this Advisor
Michael Grau is a certified financial planner working in New Albany, Indiana who has 3 years of industry experience. Grau is currently employed by Axiom Financial Strategies Group, LLC. During their career, Grau has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Axiom Financial Strategies Group, LLC, Axiom Insurance Solutions, LLC and Lion Street Financial. Grau has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Indiana. Axiom Financial Strategies Group, LLC is an advisory business that has its headquarters in New Albany, IN. It has $301 million in assets under management between its 1,217 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,217 accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically vary depending on which services the firm provides the client. However, fee types billed by Axiom Financial Strategies Group, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axiom Financial Strategies Group, LLC Brokerage Details
$300,772,647
10
1,217
$247,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Grau Work History
Michael has been registered as a financial advisor for 3 years.*
Axiom Financial Strategies Group, LLC
Axiom Insurance Solutions, LLC
Lion Street Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Michael Grau 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 Axiom Financial Strategies Group, LLC
New Albany, IN
New Albany, IN
New Albany, IN
New Albany, IN
New Albany, IN
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.
