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Janka Financial

Full company profile

uuid002mhqv

Namestring
Janka Financial
Legal namestring
Janka Financial Group, Inc
Websiteurl
jankafinancialgroup.com
Company typeenum
Private
Founded yearint
2009
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersStevensville, United States
HQ citystring
Stevensville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning services, investment advisory services, retirement planning, estate planning, securities brokerage
Industry2 codes
1Financial Planning–Led RIAs
CodeFSAAACABPrimaryYes
2Investment Management Advisory (RIA)
CodeFSAEAAABPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Personal Financial Advisory
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Advisory and Planning Fees
TypeSubscription Recurring
Description

Revenue generated through fee-based or commission-based financial advisory services including financial planning, investment management, and securities advisory. Services are offered through partnership with Harbour Investments Inc., a registered investment advisor.

jankafinancialgroup.com
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components3 values
Personnel, Operations, Marketing or Sales
Pricing details1 tier
1Custom advisory arrangements
ModelOtherBilling cadencePay-as-you-go
Notes

Quote-based / Not publicly disclosed. Initial complementary consultation offered.

jankafinancialgroup.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Janka Financial Group, Inc. is a private financial advisory firm that provides comprehensive financial planning, investment management, retirement planning, and estate-planning guidance to individuals and families in Southwest Michigan. Securities and advisory services are delivered through a partnership with Harbour Investments Inc., a registered investment advisor and FINRA/SIPC member, enabling licensed brokerage and advisory activity across 16 U.S. states.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Janka Financial Group offers financial planning and advisory services through a partnership with Harbour Investments Inc., a registered investment advisor. The company provides comprehensive financial planning services including investment management, retirement planning, and estate planning guidance. Services are delivered through individual client consultations with Certified Financial Planner Duane E. Janka.

Product and service2 records
1Financial Planning Services
CategoryFinancial Planning
Description

Comprehensive financial planning, investment management, retirement planning, and estate-planning guidance offered to individual clients and families in Southwest Michigan through personalized consultation with Certified Financial Planner Duane E. Janka.

2Securities and Advisory Services
CategorySecurities and Investment Advisory
Description

Brokerage and investment advisory services offered through Harbour Investments Inc., a registered investment advisor and FINRA/SIPC member, with securities licensing covering AL, AZ, AR, CO, FL, IL, IN, KY, MI, NC, OH, SD, TN, TX, WV, and WI.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Harbour Investments Inc.
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Securities and Advisory services offered through Harbour Investments Inc., a registered investment advisor and member of FINRA and SIPC. This partnership provides the regulatory framework and licensing for securities transactions and advisory services. Harbour Investments Inc. is the parent/partner entity through which Janka Financial Group delivers its financial services.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers10 records
1LPL Financial
TypeBroad incumbent
Description

Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors and RIAs with compliance and custody infrastructure analogous to Janka's Harbour Investments partnership.

2Cetera Financial Group
TypeBroad incumbent
Description

Independent broker-dealer supporting independent financial advisors with wealth management and financial planning services, comparable in structure to Harbour-affiliated advisor practices.

3Robert W. Baird
TypeBroad incumbent
Description

Mid-Atlantic and Midwest-focused wealth management firm providing financial planning and investment advisory to individuals, with comparable Midwest regional orientation.

4Northwestern Mutual
TypeBroad incumbent
Description

Nationwide financial planning and wealth management franchise with a strong advisor network serving individuals on financial planning, insurance, and investment advisory needs.

5Edward Jones
TypeBroad incumbent
Description

Large U.S. financial advisory franchise with thousands of branch-based advisors serving individual investors in small and mid-sized communities, directly comparable to Janka's local-market financial planning model.

6Cambridge Investment Research
TypeBroad incumbent
Description

Independent broker-dealer and RIA custodian supporting independent financial advisors nationwide with similar partnership-style service delivery to Janka's Harbour Investments model.

7Harbour Investments Inc.
TypeOthers
Description

Registered investment advisor and FINRA/SIPC member broker-dealer partner that provides the regulatory and clearing infrastructure through which Janka delivers its advisory services.

8Ameriprise Financial
TypeBroad incumbent
Description

National wealth management and advisory franchise providing financial planning and investment advisory services to individual clients through a distributed advisor force.

9Raymond James Financial
TypeBroad incumbent
Description

Diversified financial services firm with a large advisor channel offering financial planning, investment advisory, and wealth management to individuals, similar to Janka's service mix.

10Charles Schwab Advisor Services
TypeOthers
Description

Custody and technology platform serving thousands of independent RIAs, providing the type of back-office ecosystem a small advisory firm like Janka could leverage for scale.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Janka Financial

Personal Financial Advisoryjankafinancialgroup.com

Janka Financial firmographics

Firmographics
Name
Janka Financial
Legal name
Janka Financial Group, Inc
Website
https://jankafinancialgroup.com
Company type
Private
Founded year
2009
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Janka Financial industry classification

Industry
Product category
Personal Financial Advisory
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industry
Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

  • Financial planning services
  • Investment advisory services
  • Retirement planning
  • Estate planning
  • Securities brokerage

Where Janka Financial is headquartered

Location

Headquarters

HQ city
Stevensville
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Janka Financial business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Revenue model

  1. Financial Advisory and Planning Fees: Revenue generated through fee-based or commission-based financial advisory services including financial planning, investment management, and securities advisory. Services are offered through partnership with Harbour Investments Inc., a registered investment advisor.

Pricing tiers

ModelBillingPrice
OtherPay-as-you-goCustom advisory arrangements

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Janka Financial product offering

Product offering

Core offering

Janka Financial Group, Inc. is a private financial advisory firm that provides comprehensive financial planning, investment management, retirement planning, and estate-planning guidance to individuals and families in Southwest Michigan. Securities and advisory services are delivered through a partnership with Harbour Investments Inc., a registered investment advisor and FINRA/SIPC member, enabling licensed brokerage and advisory activity across 16 U.S. states.

Product overview

Janka Financial Group offers financial planning and advisory services through a partnership with Harbour Investments Inc., a registered investment advisor. The company provides comprehensive financial planning services including investment management, retirement planning, and estate planning guidance. Services are delivered through individual client consultations with Certified Financial Planner Duane E. Janka.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning Services Comprehensive financial planning, investment management, retirement planning, and estate-planning guidance offered to individual clients and families in Southwest Michigan through personalized consultation with Certified Financial Planner Duane E. Janka.
  • Securities and Advisory Services Brokerage and investment advisory services offered through Harbour Investments Inc., a registered investment advisor and FINRA/SIPC member, with securities licensing covering AL, AZ, AR, CO, FL, IL, IN, KY, MI, NC, OH, SD, TN, TX, WV, and WI.

Companies that use Janka Financial

Customer profile

Segments1 record

Ideal customer profiles1 record

Janka Financial technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Janka Financial partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Harbour Investments Inc.coreChannel Partner/ Reseller/ DistributorSecurities and Advisory services offered through Harbour Investments Inc., a registered investment advisor and member of FINRA and SIPC. This partnership provides the regulatory framework and licensing for securities transactions and advisory services. Harbour Investments Inc. is the parent/partner entity through which Janka Financial Group delivers its financial services.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Janka Financial competitors and assessment

Company assessment

Broad incumbents

  • LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors and RIAs with compliance and custody infrastructure analogous to Janka's Harbour Investments partnership.
  • Cetera Financial Group: Independent broker-dealer supporting independent financial advisors with wealth management and financial planning services, comparable in structure to Harbour-affiliated advisor practices.
  • Robert W. Baird: Mid-Atlantic and Midwest-focused wealth management firm providing financial planning and investment advisory to individuals, with comparable Midwest regional orientation.
  • Northwestern Mutual: Nationwide financial planning and wealth management franchise with a strong advisor network serving individuals on financial planning, insurance, and investment advisory needs.
  • Edward Jones: Large U.S. financial advisory franchise with thousands of branch-based advisors serving individual investors in small and mid-sized communities, directly comparable to Janka's local-market financial planning model.
  • Cambridge Investment Research: Independent broker-dealer and RIA custodian supporting independent financial advisors nationwide with similar partnership-style service delivery to Janka's Harbour Investments model.
  • Ameriprise Financial: National wealth management and advisory franchise providing financial planning and investment advisory services to individual clients through a distributed advisor force.
  • Raymond James Financial: Diversified financial services firm with a large advisor channel offering financial planning, investment advisory, and wealth management to individuals, similar to Janka's service mix.

Others

  • Harbour Investments Inc. Registered investment advisor and FINRA/SIPC member broker-dealer partner that provides the regulatory and clearing infrastructure through which Janka delivers its advisory services.
  • Charles Schwab Advisor Services: Custody and technology platform serving thousands of independent RIAs, providing the type of back-office ecosystem a small advisory firm like Janka could leverage for scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Janka Financial compliance and trust

Trust signal

Compliance2 records

Janka Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Janka Financial leadership team

Management profile

Number of profiles

Profiles1 record

Janka Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Janka Financial M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Janka Financial

What does Janka Financial do?

Janka Financial Group, Inc. is a private financial advisory firm that provides comprehensive financial planning, investment management, retirement planning, and estate-planning guidance to individuals and families in Southwest Michigan. Securities and advisory services are delivered through a partnership with Harbour Investments Inc., a registered investment advisor and FINRA/SIPC member, enabling licensed brokerage and advisory activity across 16 U.S. states.

Is Janka Financial a public or private company?

Janka Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Janka Financial founded?

Janka Financial was founded in 2009. It employs 1 to 10 people.

Where is Janka Financial based?

Janka Financial is headquartered in Stevensville, United States, in the North America region.

How does Janka Financial make money?

One revenue line is on record: financial Advisory and Planning Fees.

Who are Janka Financial's main competitors?

Broad incumbents on record are LPL Financial, Cetera Financial Group, Robert W. Baird, Northwestern Mutual, Edward Jones, Cambridge Investment Research, Ameriprise Financial and Raymond James Financial. Others are Harbour Investments Inc. and Charles Schwab Advisor Services.

Does Janka Financial have an API?

No public API is recorded for Janka Financial.

What industry is Janka Financial in?

Janka Financial's product category is Personal Financial Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.

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