Grant Finter has been an investment adviser representative at Axiom Wealth Strategies since June 2024, and is not listed among the firm’s executive officers or direct owners. Grant Finter holds a Bachelor of Science from the University of Kansas.
Axiom Wealth Strategies, LLC is a Bend, OR firm with $125M under management, 283 clients and 2 advisers across 2 offices, as of its July 2026 filing.
Grant Finter is a Financial Advisor with Axiom Wealth Strategies' Bend office. His areas of focus are retirement planning and generational wealth building. He began his career in the banking industry in Kansas City in 2003, opened a new Chicago office for a wholesale mortgage banking corporation, and worked for national banks including Wachovia and Wells Fargo.
- Axiom Wealth Strategies, LLCCurrent– present · 2 yearsBend, OR · Adviser representative · Firm CRD 313124
Investment adviser representative registrations
Grant Finter is registered as an investment adviser representative in 3 states. The first approvals date from June 2024; the most recent is Washington, in October 2025.
- IdahoSince 27 June 2024
- OregonSince 27 June 2024
- WashingtonSince 14 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Grant Michael Finter
- CRD
- 7864958
- Firm
- Axiom Wealth Strategies · CRD 313124
- Office
- 243 SW SCALEHOUSE LOOP, SUITE 5B, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- axiomwealthstrategies.com
Where does Grant Finter work?
Grant Finter is an investment adviser representative registered through Axiom Wealth Strategies, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Grant Finter a financial advisor?
Yes. Grant Finter has a current investment-adviser registration in Idaho, Oregon and Washington, through Axiom Wealth Strategies since June 2024.
How many years of experience does Grant Finter have?
Grant Finter has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Grant Finter passed?
Grant Finter passed the Series 65 in June 2024.
Where is Grant Finter based?
Grant Finter’s registered office is in Bend, OR.
Is Grant Finter registered with FINRA?
No. Grant Finter has no current broker registration.
How can I verify Grant Finter’s record?
Search CRD 7864958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grant Finter’s full registration record.
