Broker Check

 

 
6800 College Boulevard
Suite 630 
Overland Park, KS 66211

 913.890.8767

Divider

  
12340 El Camino Real
Suite 300
San Diego, CA 92130

858.230.8440 

The Firm

Grant M. Trimble

(913) 890-8767
grant@trimblewealth.com

 

Grant is a Wealth Advisor and founder of Trimble Investment Group. He has 13 years of experience specializing in both retirement plans for businesses and retirement planning for individuals and families.The Trimble Investment Group maintains offices in both the Kansas City and San Diego markets. In May 2013 Trimble Investment Group affiliated with the V Wealth Network, a registered investment advisor, headquartered in Overland Park, Kansas with offices throughout the country. By affiliating with V Wealth Management, Trimble Investment Group also works with LPL Financial, the nation’s largest independent broker/dealer.* Through LPL Financial, Trimble Investment Group has access to a broad range of retirement plan and benefits programs, in addition to industry-leading, unbiased research and a comprehensive array of tools, resources and technology.

Grant focuses his corporate retirement planning on the unique needs and challenges of contractors and is an active member of Associated Builders and Contractors.

Grant currently holds Series 6, Series 7, and Series 66 securities registrations with LPL Financial.

Grant earned a Bachelor of Arts in Economics from Northwestern University and holds the Accredited Investment Fiduciary™ (AIF®) certification from fi360’s Center for Fiduciary Studies.

Grant is married and lives in Overland Park, Kansas with his wife Liz, their sons Henry and Charlie, daughter Georgia, and their dog Hank. In his free time, Grant enjoys spending time with his family, traveling, and attending sporting events.

*As reported by Financial Planning magazine, June 1996–2013, based on total revenue.


Liz Trimble

liz@trimblewealth.com 

Liz brings almost 15 years of marketing and client relationship management experience to Trimble Investment Group. She is energized by the work Trimble Investment Group is doing to help individuals and families develop a plan for their financial future. Liz earned a Bachelor of Arts in English and Communication Arts from the University of Wisconsin - Madison.