Corey Grimes
Financial Representative
Principal Securities Registered Representative
Investment Adviser Representative
Corey Grimes is a Principal Securities Registered Representative and Investment Adviser Representative, specializing in retirement planning and fee-based accounts. He is experienced in the sales and service of group benefits including health, life, disability, and retirement plans. He also has experience in helping individuals plan for their retirement goals along with managing their income distribution during retirement. Corey earned the designation of Chartered Financial Consultant®(ChFC®) in April of 2010 and Retirement Income Certified Professional,(RICP®) as of February 2017.
Mr Grimes graduated from the University of Wisconsin Oshkosh in 1996 with a bachelor of Science degree. Corey wrestled at the University and was a 4 year letter winner for the Titans. He has been a licensed insurance agent and registered representative since 1997. He began his career with the Principal Financial Group®.
Corey is an active member of the local community belonging to the Heart of the Valley chamber of Commerce. In his spare time Corey enjoys outdoor activites such as hunting, playing soccer and taking long walks with his wife Erin and his dog Gunner.