Meet Jim Margraf

Jim Margraf

Advisor

Jim Margraf is insurance licensed in the state of Missouri, Arizona, Arkansas and Pennsylvania. Jim is registered in several states as a Registered Representative and Investment Advisor Representative. Jim’s motivation centers on the idea of helping clients make a smooth transition into retirement and provide a pathway through the financial confusion. He serves in a fiduciary capacity while specializing in investment and wealth management during the distribution and preservation years of those approaching and currently in retirement. With social security benefits making up the foundation of the average retiree’s income, Jim provides solutions that dovetail social security benefits with other retirement assets. This has the potential to reach the desired financial goals of his clients. As an Investment Advisor Representative, he offers diverse options when developing a plan specifically tailored for each individual’s need.

Jim was born and raised in Pennsylvania, He lives in the Southwest Missouri area. Jim is married to Lisa and they have two sons. Jim is an avid cyclist; he also enjoys hiking adventures with his family.

Jim Margraf, Registered Representative, Investment Advisor Representative
Jim Margraf holds a FINRA Series 7 and Series 63 and 65 State registrations. He is approved to do securities business in Arizona, Arkansas, Florida, Georgia, Missouri, Montana, Ohio, Pennsylvania, and Tennessee, and investment advisory business in Missouri.

For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jim Margraf before proceeding further.

Jim also holds State Insurance licenses for Arizona, Arkansas, Missouri, Pennsylvania, Tennessee.