Broker Check

14150 South Route 30
Suite 205
Plainfield, IL 60544

Team

At Investment Solution Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Brian Graf, CRC (Certified Retirement Counselor), is currently the President of Investment Solution Services. After receiving the Ellsworth-Wesner scholarship for excellence in Economics, he graduated from Knox College in 1996 with a...

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Caroline Bleka

Operations Manager

815-828-4083

815-828-5654

Caroline Bleka has joined the Illinois office as a Relationship Specialist. She effectively handles many administrative functions in the office as well as keeping communications between the Illinois, Wisconsin, and Michigan branches...

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James Craig

LPL Financial Planner

734-975-9003

734-975-4398

Jim Craig is a financial planner and fully licensed life and disability insurance agent. With over 10 years as a financial advisor, Jim has built a clientele that consists of families, individuals, as well as small business owners in...

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Scott Koehn

Retiring Investment Representative

715-722-0599

715-722-0699

Scott D. Koehn, a Certified Retirement Counselor, is an Investment Representative with LPL Financial. Scott is also a licensed insurance agent in Wisconsin. Scott was employed by TCF Bank for over 22 years as an assistant branch...

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Dan is an LPL Financial Wealth Manager with Investment Solution Services, LLC. Dan uses a holistic approach to wealth management which may be applied to various tactical planning strategies. As an Investment Advisor Representative and...

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For 28 years, Patty has enjoyed helping clients grow, preserve and pass along their assets through afinely tuned and customizable planning approach. Today, Patty continues to enhance her PlanningPractice to promote core experiences...

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Sean Considine

LPL Financial Planner

815-222-0652

815-234-3267