David Grimm has been an investment adviser representative at 15 Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
15 Wealth Advisors LLC is a Mundelein, IL firm with $481M under management, 687 clients and 13 advisers across 3 offices, as of its September 2026 filing.
- 15 Wealth Advisors LLCCurrent– present · under a yearDublin, OH · Adviser representative · Firm CRD 337459
Investment adviser representative registrations
David Grimm is registered as an investment adviser representative in Ohio, since April 2026.
- OhioSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Charles Grimm
- CRD
- 8248845
- Firm
- 15 Wealth Advisors · CRD 337459
- Office
- Dublin, OH
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does David Grimm work?
David Grimm is an investment adviser representative registered through 15 Wealth Advisors LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Grimm a financial advisor?
Yes. David Grimm has a current investment-adviser registration in Ohio, through 15 Wealth Advisors since April 2026.
How many years of experience does David Grimm have?
David Grimm has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has David Grimm passed?
David Grimm passed the Series 65 in October 2025.
Where is David Grimm based?
David Grimm’s registered office is in Dublin, OH.
Is David Grimm registered with FINRA?
No. David Grimm has no current broker registration.
How can I verify David Grimm’s record?
Search CRD 8248845 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Grimm’s full registration record.
