Brad Grabowski

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lafayette, IN 47909

Credentials

CFP®, Series 66

Industry experience

10 years

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement withdrawal strategies

Work history

Edward Jones

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Tyler S

CFP®

Lafayette, IN

BBK Wealth LLC

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

General estate planning guidance Family Business Business ownership considerations Founder/Business Owner Baby Boomers (Born 1946-1964) Parents

Cody L

CFP®, EA

Lafayette, IN

Next Adventure Financial LLC

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

General retirement planning General tax planning Baby Boomers (Born 1946-1964)

Darrell W

CFP®, Series 66

West Lafayette, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

Luke R

CFP®, Series 66

Lafayette, IN

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Dailey T

Series 66

Lafayette, IN

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Inheritance planning Educators, Teachers, and Academics

M M

Series 63, Series 65

Lafayette, IN

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Inheritance planning
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