Robert Grimm has been an investment adviser representative at Ni Acquisitions since April 2026, and is not listed among the firm’s executive officers or direct owners.
Ni Acquisitions Company LLC is a Lemoyne, PA firm with $582M under management, 1,212 clients and 8 advisers in one office, as of its August 2026 filing.
Robert Grimm’s longest registration was 7 years at Kestra Advisory Services, LLC (2018–2026). Before joining Ni Acquisitions in 2026, Robert Grimm was registered through Kestra Advisory Services, LLC.
- Kestra Advisory Services, LLC– · 7 yearsCamp Hill, PA · Adviser representative · Firm CRD 283330
Investment adviser representative registrations
Robert Grimm is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2026.
- PennsylvaniaSince 27 April 2026
- TexasResidentSince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 October 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Linwood Grimm
- CRD
- 1423569
- Firm
- Ni Acquisitions · CRD 340590
- Office
- 1027 MUMMA ROAD, Lemoyne, PA 17043
- Registration
- Investment adviser registration
- In the industry since
- November 1987
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Grimm work?
Robert Grimm is an investment adviser representative registered through Ni Acquisitions Company LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Grimm a financial advisor?
Yes. Robert Grimm has a current investment-adviser registration in Pennsylvania and Texas, through Ni Acquisitions since April 2026.
How many years of experience does Robert Grimm have?
Robert Grimm has 38 years in the financial industry, since November 1987, across 2 adviser firms.
What exams has Robert Grimm passed?
Robert Grimm has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in September 1987. FINRA credited Robert Grimm with the SIE, which began in October 2018.
Where is Robert Grimm based?
Robert Grimm’s registered office is in Lemoyne, PA.
Is Robert Grimm registered with FINRA?
No. Robert Grimm has no current broker registration.
How can I verify Robert Grimm’s record?
Search CRD 1423569 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Grimm’s full registration record.
Nathan ImbodenChief Executive Officer- Sonia GoforthChief Compliance Officer
- Andrew OttoDirector of Trust Services