Grabill Financial

What Grabill Financial does

Grabill Financial is a private, owner-operated financial services firm headquartered at 1505 W. Dupont Road Suite C, Fort Wayne, Indiana 46825. Founded in 2001 and led since 2008 by President Chris Disler alongside advisor/administrative assistant Daniela Conley, the firm operates as a full-service financial advisory practice serving individual investors and retirees across the wealth-accumulation and post-retirement stages. Its service catalog spans personalized financial planning, investment management, retirement income strategies (including Social Security planning), tax planning, estate conservation strategies, and insurance and annuity products, covering mutual funds, individual stocks and bonds, life insurance, and annuities.

The firm does not own proprietary technology. All securities and advisory services are delivered through LPL Financial, a registered investment advisor and FINRA/SIPC member, which provides the compliance and back-office infrastructure and the Account View online client portal. Revenue is generated through commissions and advisory fees paid on product distribution and advisory work conducted through the LPL platform; no pricing schedule is publicly disclosed. The firm is customer-segment focused on Individual Investors and Retirees as its sole primary persona, with no disclosed enterprise or institutional clients.

Go-to-market combines a sales-led, in-person direct-advisory model at the Fort Wayne office (with evening/weekend appointments available) with a content-driven digital presence — a learning center of articles, financial calculators, flipbooks, monthly newsletters, and educational videos sourced primarily from LPL Financial Research. Geographic scope is regional, anchored by Fort Wayne, with LPL-registered representatives licensed to discuss and transact securities with residents of AZ, CO, FL, GA, IL, IN, KY, MI, NY, OH, and WI. The firm has no disclosed external investors, no funding rounds, no acquisitions, and a stated team of 1-10 employees with combined 40+ years of industry experience.

Name

Grabill Financial

Legal name

Grabill Financial

Website

https://grabillfinancial.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Grabill Financial is a privately-held Fort Wayne, Indiana financial advisory firm offering personalized investment management, retirement income, tax, estate, and insurance planning to individual investors through its affiliation with LPL Financial.

Ownership category

akta.pro rank

Product category

Personal Financial Advisory and Retirement Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAEAB

Fixed Income Mutual Funds

Financial & Insurance/Asset & Wealth Management/Asset Management — Mutual Funds & UCITS

SECONDARYFSAHAKAC

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios)

Financial & Insurance/Hedge Funds & Alternative Investments/Alternative Investments — Fund of Funds & Multi-Manager Platforms

Keywords

• Financial planning services
• Retirement income planning
• Investment advisory services
• Estate planning services
• Tax planning services

Headquarters

HQ city

Fort Wayne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Products Distribution: The firm generates revenue through the sale of financial products including mutual funds, individual stocks and bonds, annuities, and life insurance. Services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
2. Financial Advisory Fees: Advisory services provided through LPL Financial platform with registered representatives available to discuss and transact securities business in specified states.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Grabill Financial is a full-service independent financial services firm that provides personalized financial planning, investment management, retirement income strategies, estate conservation, tax planning, and insurance/annuity products. Securities and advisory services are delivered through LPL Financial, with offerings spanning mutual funds, individual stocks and bonds, annuities, and life insurance. The practice focuses on building steady, predictable post-retirement income for individual investors and retirees.

Product overview

Grabill Financial is a full-service financial services firm offering a comprehensive suite of advisory services through its partnership with LPL Financial. The firm's core offerings include financial planning, investment management, retirement strategies, tax planning, estate conservation strategies, and insurance/annuity products. The company provides access to various investment vehicles including mutual funds, individual stocks and bonds, and annuity products. Additionally, the firm offers educational tools including financial calculators covering topics such as retirement planning, tax optimization, estate planning, and college funding.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning Comprehensive tax planning services to help clients minimize tax liabilities and optimize tax-advantaged investment strategies.
• Investment Management Professional investment management services including access to mutual funds, individual stocks and bonds, and actively managed accounts for individual investors.
• Retirement Strategies Retirement planning and income strategies focused on building steady and predictable post-retirement income, including Social Security planning.
• Estate Conservation Strategies Estate planning services designed to ensure orderly and cost-effective distribution of assets upon death.
• Insurance and Annuity Products Insurance-based financial products including life insurance and annuities to help protect against risks and provide income in retirement.
• Personalized Financial Planning Services Investor-specific financial planning tailored to individual situations, needs, and dreams, delivered through a step-by-step customized financial program development process.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationGrabill Financial offers securities and advisory services through LPL Financial, a registered investment advisor and member FINRA/SIPC. LPL Financial provides the technology platform and compliance infrastructure, including the Account View online account system. The firm's registered representatives are associated with LPL Financial and may only discuss and/or transact securities business with residents of specific states.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Others

• LPL Financial: Largest independent broker-dealer in the U.S. and Grabill Financial's parent platform. Included as an enabling counterparty rather than a competitor — provides the technology, compliance, product, and FINRA/SIPC infrastructure that Grabill relies on.

Broad incumbents

• Raymond James Financial: Diversified financial services holding company with a large independent advisor channel providing wealth management, retirement planning, and investment products. Comparable in products offered; broader and more institutional than Grabill.

Direct peers

• Edward Jones: Large U.S. independent financial advisory firm operating through a network of locally based advisors offering retirement, investment, tax, and estate planning to individual investors. Most directly comparable in business model to Grabill Financial, though at far greater scale.
• Ameriprise Financial: Diversified financial services company whose core growth is driven by an independent advisor channel offering financial planning, retirement, investment, and insurance solutions to individuals. Highly comparable in product mix and target customer to Grabill Financial.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting thousands of independent financial advisors with back-office, compliance, and product access — analogous to Grabill's LPL affiliation but from a competing IBD perspective.
• Carson Group: Independent advisor-focused firm offering wealth management, retirement, and coaching/peer-advisory support to financial advisors and their clients. Closely comparable in client-facing services; adds an enabling/coaching layer absent at Grabill.
• Wealth Enhancement Group: Independent RIA providing wealth management, retirement, tax, and estate planning to individuals through a multi-advisor model. Comparable in offering breadth and target market; consolidator-led growth profile contrasts with Grabill's organic scale.
• Northwestern Mutual: Mutual financial services firm with a national network of financial advisors providing investment, retirement, insurance, and estate planning to individuals and families. Comparable advisor-led model targeting mass-affluent and retirement-age clients.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting independent financial advisors with practice management, technology, and product access. Closely comparable as a competing host platform for independent advisor practices like Grabill.
• Mariner Wealth Advisors: Independent, national RIA offering comprehensive financial planning, investment management, retirement, tax, and estate services to individuals and families. Comparable full-service advisory model, though at substantially greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/grabill-financial-services-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Grabill Financial