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Sandra Lynn Widmer

Investment Adviser Representative at GR Financial Group, LLC

Tucson, AZCRD #5599639Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sandra Lynn Widmer is an investment adviser representative with GR Financial Group, LLC in Tucson, AZ, where they have been registered since 2015. They have worked in the securities industry since 2010 and were previously registered with BGR Financial Group, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.

Office

4556 E Camp Lowell
Tucson, AZ 85712

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/19/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

GR Financial Group, LLCCurrent
2/10/2015 – Tucson, AZ
BGR Financial Group, LLC
4/20/2010 – 5/29/2015Tucson, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. GR Financial Group, LLC
    Jan 2015 – no end date reportedTucson, AZ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About GR Financial Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$250,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The firm provides Retirement Planning, Tactical Portfolio Management, Risk Management, Insurance, College Funding, and Estate Conservation.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement PlanningTactical Portfolio ManagementRisk ManagementInsuranceCollege FundingEstate ConservationFiduciaryInvestment Advisory

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Tucson, AZ
SEC file number:
801-80641

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 10, 2026

View full firm profile

Other advisors at GR Financial Group, LLC

6 other advisors in the directory

View GR Financial Group, LLC firm profile

Similar advisors in Tucson, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sandra Lynn Widmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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