Cfp® Corey Gragg

Director Of Financial Planning at Elk River Wealth

Corey Gragg, CFP®, has extensive experience in the finance industry. Corey is currently the Director of Financial Planning at Elk River Wealth Management, a position they have held since November 2020. Prior to this, Corey worked at American Century Investments, starting as an Investment Representative in June 2015 and progressing to roles such as Investment Specialist, Investment Consultant, and finally, Financial Consultant. Corey also gained valuable experience as a Financial Analyst Intern at Silver Lake Bank in 2014. Corey began their professional journey as a student at Washburn University from August 2010 to May 2015.

Corey Gragg, CFP®, has a Bachelor of Business Administration (BBA) degree in Accounting and Finance from Washburn University, which they obtained from 2010 to 2015. In 2017 to 2018, Corey pursued a Master of Science in Personal Financial Planning from the College for Financial Planning. Corey also holds additional certifications including a former CRPC® (expired) from the College for Financial Planning, a Series 63 License from FINRA (Financial Industry Regulatory Authority), a Series 7 License from FINRA, and a Certified Financial Planner (TM) designation from CFP Board.

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Timeline

  • Director Of Financial Planning

    November, 2020 - present

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