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Overland Park, KS 66210
913-361-8281
About Grant Capital
We provide bespoke financial services designed to meet the unique needs and goals of individuals and their families. Unlike generic financial planning, our quantitative-based approach is designed to help you navigate the complexities and sophistication of building substantial wealth. It includes customized strategies for asset allocation, estate planning, tax optimization, and investment management, all coordinated to protect and grow your family's future assets. Additionally, philanthropic planning and legacy building are often integrated to ensure long-term wealth preservation across generations. By offering personalized attention and exclusive solutions, tailored wealth management ensures that our clients receive the highest level of service to support their long-term financial aspirations.
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General Information
Firm Start Year
No. of Employees
5-9
CRD#
5268436
Firm CRD#
8032
Name of Broker/Dealer
Commonwealth Financial Network
States Licensed in
KS, CA, CO, CT, FL, IN, IA, MO, NC, OK, SC, TN, TX, WA, IL
Years of Experience in Financial Services
18
Number of Years with Current Firm
3
Work Experience
Norman also serves on Commonwealth Financial Networks Advisory Council and Chairman's Club. The Chairman's Club is a distinction attained by advisors affiliated with Commonwealth Financial Network for those who qualified to be in the top 3% of advisors the previous year. Commonwealth Financial's 2023/2024 Advisor Council is an invitation-only group of trusted advisors who, based on their expertise and points of view, represent themselves and their peers to help shape Commonwealth's future. Most recently, Norman was selected as a 2025 Five Star Wealth Manager Award Winner* and 2025 Forbes Best In State Wealth Advisor* .
*2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor's future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47
*2025 Five Star Wealth Manager Award, created by Five Star Professional. The award was presented in January 2025 based on data gathered within 12 months preceding the issue date. 2000 advisors were considered, 121 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Norman Grant is proud to have been recognized as a Chairman's Level advisor for 2024, a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the broker/dealers RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
Services
Investment Types
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Office, Your Home, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 7, Series 65
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$0
Compensation Methods
Based on Assets
Education
Bachelor of Science - Engineering Technology
United States Military Academy - West Point
07/01/2025 -07/02/2025
Disclosures
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Norman Grant is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network®. In these roles, Norman is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Norman is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Norman is required to act in a fiduciary capacity.
The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893014/retirementplanning-Grant-Capital-detailed-disclosure.html