Ethan Gruenke has been an investment adviser representative at CSP Financial Group since April 2024, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Ethan Gruenke’s longest registration is the current one, 2 years at CSP Financial Group since 2024. Before joining CSP Financial Group in 2024, Ethan Gruenke was registered through Veritas Financial Services, LLC.
- CSP Financial Group LLCCurrent– present · 2 yearsPlymouth, WI · Adviser representative · Firm CRD 310819
- Veritas Financial Services, LLC– · 1 yearPlymouth, WI · Adviser representative · Firm CRD 146264
Investment adviser representative registrations
Ethan Gruenke is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2024; the most recent is Texas, in October 2025.
- TexasResidentSince 8 October 2025
- WisconsinSince 17 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ethan Jon Gruenke
- CRD
- 7699010
- Firm
- CSP Financial Group · CRD 310819
- Office
- Plymouth, WI
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Ethan Gruenke work?
Ethan Gruenke is an investment adviser representative registered through CSP Financial Group LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ethan Gruenke a financial advisor?
Yes. Ethan Gruenke has a current investment-adviser registration in Texas and Wisconsin, through CSP Financial Group since April 2024.
How many years of experience does Ethan Gruenke have?
Ethan Gruenke has 3 years in the financial industry, since February 2023, across 2 adviser firms.
What exams has Ethan Gruenke passed?
Ethan Gruenke passed the Series 65 in February 2023.
Where did Ethan Gruenke work before CSP Financial Group?
Before CSP Financial Group, Ethan Gruenke was registered through Veritas Financial Services, LLC, February 2023 to April 2024.
Where is Ethan Gruenke based?
Ethan Gruenke’s registered office is in Plymouth, WI.
Is Ethan Gruenke registered with FINRA?
No. Ethan Gruenke has no current broker registration.
How can I verify Ethan Gruenke’s record?
Search CRD 7699010 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ethan Gruenke’s full registration record.
