A.G.P./Alliance Global Partners Hires Janet Grimm as Vice President of Investments, formerly with LPL

A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Jan Grimm, who has joined the Shillin Wealth Management Team.

Jan will be leading the effort in the greater Milwaukee area. Jan is a CERTIFIED FINANCIAL PLANNER™ professional with a focus on taking a comprehensive approach to provide financial guidance. She has a strong track record of connecting deeply with clients to develop a customized and thoughtful plan that takes into consideration the unique needs of the individual and family. Jan’s experience dates back to 2000 and includes positions with LPL Financial, Wintrust Wealth Management and larger investment companies. In addition to the rigorous testing to earn the CFP® mark, Jan earned a Bachelor of Science Degree in Business Administration from Michigan Technological University. Jan is a native of Dearborn, Michigan and has called Waukesha County home for more than 30 years. She’s married to Jack and the proud mother of two grown children, Bryan and Alyson. She enjoys hiking, cooking, music and lake activities in her spare time. She currently serves on the Board of Directors of TEMPO® – Waukesha and does volunteer work with The Women’s Center in Waukesha, a resource center for survivors of domestic violence.

A.G.P. CEO/ Executive Chairman Phil Michals noted: “We are excited to have Jan join the SWM Team.” “The financial offerings and catered service that Jan looks to bring to her clients melds well with our culture and the offerings that the SWM division provide”.

A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® commented: “Adding an advisor with the experience and credentials that Jan has achieved over a 20-year career will make her a valuable part of the SWM team. We look forward to supporting and helping her grow her financial planning capabilities.”