Derek Grimmer has been an investment adviser representative at Hurlow Wealth Management Group since August 2019, and is not listed among the firm’s executive officers or direct owners.
Hurlow Wealth Management Group, Inc. is a Bloomington, IN firm with $794M under management, 538 clients and 10 advisers across 2 offices, as of its August 2026 filing.
- – present · 7 yearsBloomington, IN · Adviser representative · Firm CRD 282587
Investment adviser representative registrations
Derek Grimmer is registered as an investment adviser representative in Indiana, since August 2019.
- IndianaSince 23 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Derek Curtis Grimmer
- CRD
- 7154422
- Firm
- Hurlow Wealth Management Group · CRD 282587
- Office
- 3925 HAGAN ST., SUITE 300, Bloomington, IN 47401
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Derek Grimmer work?
Derek Grimmer is an investment adviser representative registered through Hurlow Wealth Management Group, Inc. since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Derek Grimmer a financial advisor?
Yes. Derek Grimmer has a current investment-adviser registration in Indiana, through Hurlow Wealth Management Group since August 2019.
How many years of experience does Derek Grimmer have?
Derek Grimmer has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Derek Grimmer passed?
Derek Grimmer passed the Series 65 in August 2019.
Where is Derek Grimmer based?
Derek Grimmer’s registered office is in Bloomington, IN.
Is Derek Grimmer registered with FINRA?
No. Derek Grimmer has no current broker registration.
How can I verify Derek Grimmer’s record?
Search CRD 7154422 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Grimmer’s full registration record.