Grant Gotschall
Grant serves as a Financial Advisor providing comprehensive financial planning, investment management and insurance services to clients. He’s skilled in investment strategies, 401(k) retirement savings plans, tax reduction, retirement planning and life insurance.
Credentials
Grant has more than 10 years of experience in providing comprehensive wealth management solutions to individuals, families, and small businesses. He’s dedicated to helping his clients achieve their financial goals through personalized strategies tailored to their unique needs and aspirations.
Grant holds Series 7 and 66 securities registrations along with Annuities, Life and Long Term Care insurance licenses. Grant studied Business Administration at University of Nebraska-Lincoln.
Passions
Outside of work, he enjoys spending time with family, church, friends, traveling, making good food, spending time outdoors, boating in Okoboji and frequenting the golf course.
Grant couldn’t ask for a better career—he’s passionate about educating his clients on all things finance, and he finds gratification in being a part of their financial success.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE