Leann Grover
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameriprise
Location
Zumbrota, MN 55992-1601
Credentials
CFP®, Series 66
Industry experience
27 years
About
Leann Grover is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, among others. Outside of financial advising, she manages tax and accounting services at Hemann Grover & Co., Ltd. and serves as treasurer on the board of Sunset Ridge Villas. Ameriprise provides comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
404 S Main St
Zumbrota, MN 55992-1601
Most active in
Leann G has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Ameriprise
2025 - Present (1 year)
Cetera
2025 - 2025 (1 year)
Cetera Wealth Services, LLC
2025 - 2025 (1 year)
Avantax Advisory Services
2019 - 2025 (6 years)
Avantax Investment Services, Inc.
2019 - 2025 (6 years)
1st Global Advisors, Inc.
2007 - 2019 (12 years)
Hemann, Grover & Co., Ltd.
2007 - 2025 (18 years)
Avantax Insurance Services, Inc.
2003 - 2025 (22 years)
Avantax Insurance Agency and/or Avantax Insurance Services
2003 - 2025 (22 years)
1st Global Capital Corp.
1998 - 2019 (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Pine Island, MN
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