Cory Graves

Cory Graves


Professional Objective:

To assist both individuals and businesses and create strategies to pusue both short and long-term financial objectives.  Our team will analyze each situation and consider goals, risk tolerance and all pertinent factors before recommending a specific course of action.  My keys to a successful business relationship include:


  • Identifying potential risk factors and recommending specific actions to mitigate these factors.
  • Helping individuals understand their 401k or 403b options and strive to maximize any other financial opportunities through work.
  • Creating and implementing financial strategies as efficiently as possible and pursue plan development.
  • Collaborating with each member of a clients financial team to make certain all needs are addressed.  If necessary, providing a connection to quality professionals in the areas of law, tax, insurance and mortgage.
  • Establishing trust based upon always choosing options seeking to maximize client benefit and providing consistent and clear communication.



FINRA Registrations held with LPL Financial:

Series 7 General Securities Representative

Series 63 Uniform Securities Agent State Law Examination

Series 65 Uniform Investment Adviser Law Examination

Series 6 Investment Company Products/Variable Contracts Limited Representative



Insurance Licenses:

  •  Life
  •  Health
  •  Variable Contracts




I grew up in North Dakota and moved to southeast Wisconsin in 1998.  Like anyone else, I enjoy all of the festivals and outdoor activities that Wisconsin has to offer.  That goes for winter as well as summer!  Some of my favorite outdoor activities are hunting, fishing, and scuba diving.   


Phone Office: 414-282-4000 x430
Fax Fax: 414-282-7700
Mobile Phone Cell: 414-732-7772