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 liberal arts degree in economics, his passion. With over 20 years experience, he actively manages assets for a wide range of clientele, including but not limited to, professional athletes and high net worth individuals. Additionally, Brian offers consulting advise to banks and credit unions where they seek his expertise and proven value, to grow an existing or implement a new investment program.
Brian’s career began at Fortis Investors where he was able to quickly become exposed to the industry and became a Senior Advisor within his first year. After initial success, Brian was recruited to join TCF Bank as an Advisor where he quickly moved into management. From there, he continued to be promoted on a yearly basis, ultimately managing the Lakeshore division which included states of Illionis, Wisconsin, and Michigan. During this time, he was responsible for the program’s growth and profitability, managing 6 Regional Managers and over 200 Registered Investment Representatives.
In 2008, Brian applied his successful experiences and founded Investment Solution Services. Since then, following a rational incrementalism approach, has grown assets under management with LPL Financial each year amidst market volatility and turmoil as a result of earned trust and fundamentally sound strategies.