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Anthony John Greniuk

Advisor at Charles Schwab — Elk River, MN

Updated today

Credentials

Series 66

Experience

26 years

Location

Elk River, MN

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,774

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Elk River, MN

Elk River MN

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

26 years of industry experience

Charles Schwab

2022 - Present • 4 years

Elk River, MN

MerCap Securities, LLC

2020 - 2020 • 1 year

Paoli, PA

Prosperity Capital Advisors (C2P Enterprises)

2019 - 2022 • 3 years

Westlake, OH

N/A

2018 - 2019 • 1 year

Elk River, MN

UBS Financial Services

2006 - 2018 • 12 years

Weehawken, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul K

CFP®, Series 65

Zimmerman, MN

Longview Financial, Inc.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Donald M

Series 63, Series 65

St. Michael, MN

Investment Research Corporation

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
user avatar

Jesse J

Series 63, Series 65

Big Lake, MN

Johnson Capital Management, LLC

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Tiffany B

Coon Rapids, MN

FFP Wealth Management, LLC

Tiffany Brynteson Johnson is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. She has been with FFP Wealth Management in various capacities since 2006. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Nathan B

Series 65

Coon Rapids, MN

FFP Wealth Management, LLC

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation and core-and-satellite approach focused primarily on income, investing mainly in no-load mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Joseph V

Series 65

Coon Rapids, MN

All Terrain Financial Advisors

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 credential and has been with All Terrain Financial Advisors since 2017. Prior to that, he worked at SNS Advisory Group, LLC and SNS Financial Group, LLC. Van Dam is also an active owner of a life and health insurance agency. All Terrain Financial Advisors provides investment management, financial planning, and consultative services to individuals, trusts, foundations, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis, including option-based strategies, to build customized portfolios primarily for high-net-worth clients and sophisticated investors.

Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired
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