Advisors at this firm
Brooks R
Series 63, Series 65
Davidson, NC
GRP Retirement Planning
Brooks Riley is a financial advisor at GRP Retirement Planning with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AlphaStar Capital Management and Advisory Alpha, LLC. Outside of his advisory role, he provides business consulting focused on practice management, marketing, and operational workflow efficiencies. GRP Financial Services is an SEC-registered advisory firm managing approximately $110 million for individuals, businesses, non-profits, and municipal entities. The firm offers discretionary investment management and financial planning through a five-advisor team, tailoring portfolios to client goals and providing employer-sponsored financial education and virtual seminars.
Nathan N
Series 65
Farmingdale, ME
GRP Retirement Planning
Nathan Nichols is a financial advisor at GRP Retirement Planning with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Advisory Alpha, LLC and Planners Alliance LLC. Nichols is also president of Gosline Retirement Planning, where he provides insurance services, education, and consulting. GRP Financial Services is an SEC-registered firm that manages approximately $110 million for individuals, businesses, non-profits, and municipal clients through a five-advisor team. The firm offers discretionary investment management and financial planning, tailoring portfolios to client goals and risk tolerance, and provides employer-sponsored financial education and virtual seminars.
Jacob C
Series 65
Farmingdale, ME
GRP Retirement Planning
Jacob Coan is a financial advisor at GRP Retirement Planning with a Series 65 designation and three years of industry experience. He has held roles at GRP Financial Services, Gosline Retirement Planning, Advisory Alpha, LLC, Summit Real Estate, and Gosline Insurance Group. Outside of advising, Coan has experience as a real estate sales agent. GRP Financial Services is an SEC-registered advisory firm serving individuals, businesses, non-profits, and municipal entities through a five-advisor team. The firm offers discretionary investment management and financial planning, tailoring portfolios to client goals and risk tolerance, and provides employer-sponsored financial education and virtual seminars.
Lance H
Series 63, Series 65
Farmingdale, ME
GRP Retirement Planning
Lance Harder is a financial advisor with GRP Retirement Planning in Farmingdale, ME, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at multiple firms such as Advisory Alpha, LLC and Pruco Securities LLC. GRP Financial Services is an SEC-registered advisory firm serving individuals, businesses, non-profits, and municipal entities with discretionary investment management and financial planning. The firm employs a tailored investment approach and offers employer-sponsored financial education and virtual seminars.
John B
Series 63, Series 65
Farmingdale, ME
GRP Retirement Planning
John Bandstra is a financial advisor at GRP Retirement Planning with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lincoln International and KPMG LLP. GRP Financial Services is an SEC-registered advisory firm managing approximately $110 million for individuals, businesses, non-profits, and municipal entities. The firm offers discretionary investment management and financial planning through a five-advisor team, tailoring portfolios to client goals and providing employer-sponsored financial education and virtual seminars.