Cory Graves, partner, is an investment advisor with Planners Financial Group, LLC. Prior to joining our team, Cory spent 16 years with a large investment firm. He holds fifteen state licenses and four FINRA registrations through LPL, including series 6, 7, 63, and 65. He also holds several insurance licenses such as life, health, and variable contracts.
Cory grew up in North Dakota before moving to southeast Wisconsin in 1998. He enjoys exploring Wisconsin and all its hidden beauties, including festivals and outdoor activities. Outside of the office, summer or winter, rain or shine, Cory’s favorite outdoor activities include hunting, fishing and scuba diving.
As an experienced partner, Cory strives to create strategies to pursue both short and long-term financial objectives for individuals and businesses. He takes the time to analyze each situation, and consider your goals, risk tolerance, and all pertinent factors before recommending a specific course of action. It’s Cory’s belief that a successful client relationship includes collaborating with each member of a client’s financial team to make certain all needs are addressed from taxes to estate planning.