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Caleb John Graybeal

STRONG RETIREMENT SOLUTIONS
BLOOMINGTON, IL
·CRD# 8155654·1 year experience

Professional Summary

Caleb John Graybeal is a registered financial advisor currently at STRONG RETIREMENT SOLUTIONS located in Bloomington, Illinois. Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Caleb has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

STRONG RETIREMENT SOLUTIONS·CRD# 335968
RIA
315 East Front Street, Bloomington, IL 61701
August 27, 2025 - Present

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Current Firm

SR
STRONG RETIREMENT SOLUTIONS

GROUNDED OAKS CAPITAL MANAGEMENT, INC. | STRONG RETIREMENT SOLUTIONS LLC | STRONG RETIREMENT SOLUTIONS

CRD#: 335968 / SEC#: 801-132696
RIA
Registered Investment Advisory firm - SEC (5/1/2025 Approved)

Contact Information

Main Address

Bremerton, WA

Mailing Address

2916 Nw Bucklin Hill Road Pmb 191, Silverdale, WA 98383

Phone Number

(360) 566-2264

# of Employees

8

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SRS ADV 2A (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

944

AUM (Assets Under Management)

$166,100,780

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Kermit William Cottrell

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AMERICAN SENIOR BENEFITS, INVESTMENT RELATED, NORMAL, ILLINOIS, INSURANCE BROKERAGE, INSURANCE AGENT AND FIELD TRAINER, STARTED 03/2022, 40-60 HOURS PER WEEK, ALL DURING TRADING HOURS, SELLING MEDICARE, LONG-TERM CARE, LIFE INSURANCE, AND ANNUITIES.

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Kermit William Cottrell

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SR
STRONG RETIREMENT SOLUTIONS

GROUNDED OAKS CAPITAL MANAGEMENT, INC. | STRONG RETIREMENT SOLUTIONS LLC | STRONG RETIREMENT SOLUTIONS

CRD#: 335968 / SEC#: 801-132696
RIA
Registered Investment Advisory firm - SEC (5/1/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(8/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Caleb John Graybeal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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