Grant believes the most meaningful financial conversations start with listening. With more than 25 years in the industry, he brings experience, perspective, and a steady presence to helping clients feel confident about their financial decisions.
A University of Minnesota graduate with a Bachelor of Science in Mathematics and a minor in Computer Science, Grant takes an analytical, thoughtful approach to planning. He holds FINRA Series 4, 7, 9, 10, and 66 licenses and spent 25 years at Wells Fargo in roles spanning brokerage operations, margin and options analysis, advisor supervision, and compliance. That background gives him a strong understanding of both the markets and the rules that govern them.
Having seen how investing has changed over the past few decades—from how markets functioned 25 years ago to today’s influx of younger investors, index-based strategies, and advances in modeling and AI—he helps clients cut through the noise and focus on what really matters.
No matter your age or stage of life, Grant is committed to helping people build a clear path toward long-term financial security. He’s known for his high energy, open-minded, and unconventional approach, paired with patience, empathy, and a genuine desire to understand each client’s concerns.
Originally from Eau Claire, Wisconsin, he now lives in White Bear Lake, Minnesota. Outside of work, he enjoys competitive cornhole, exploring new places in his Polaris Slingshot, and documenting his travels through photography. Most importantly, he’s a proud father to his two children, Tessa and Gavin, and carries the values of integrity and loyalty into every relationship he builds.
Grant Shaffer is a Registered Representative and Investment Adviser Representative of Equity Services, Inc, Member FINRA/SIPC. Grant Shaffer is securities licensed in Minnesota and is insurance licensed in Minnesota.
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