Financial Planner
Current
Next Level Planning And Wealth Management
Jan 2022 - Present
AeroLeads people directory · profile
Cory Graves Email & Phone Number
Financial Planner
at
Next Level Planning and Wealth Management
2 work emails found
@plannersfinancialgroup.com
2 phones found area 414
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Next Level Planning and Wealth Management
Role
Financial Planner
Location
Brookfield, Wisconsin, United States
Who is Cory Graves? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Cory Graves is listed as Financial Planner at Next Level Planning and Wealth Management, based in Brookfield, Wisconsin, United States. AeroLeads shows a work email signal at plannersfinancialgroup.com, phone signal with area code 414, and a matched LinkedIn profile for Cory Graves.
Cory Graves previously worked as Partner / LPL Financial Advisor at Planner'S Financial Group and Financial Advisor at Prudential Financial. Cory Graves holds Bachelor’S Degree from University Of North Dakota.
Company email context
Email format at Next Level Planning and Wealth Management
This section adds company-level context without repeating Cory Graves's masked contact details.
{first_initial}{last}@plannersfinancialgroup.com
89% confidence
AeroLeads found 2 current-domain work email signals for Cory Graves. Compare company email patterns before reaching out.
Profile bio
About Cory Graves
Securities offered through LPL Financial, Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit http://www.plannersfinancialgroup.com/“The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: WI"
Listed skills include Microsoft Office, Microsoft Word, Research, Sales, and 3 others.
Current workplace
Cory Graves's current company
Company context helps verify the profile and gives searchers a useful next step.
Next Level Planning And Wealth Management
3 roles
Cory Graves work experience
A career timeline built from the work history available for this profile.
Partner / Lpl Financial Advisor
Planner'S Financial Group
Securities offered through LPL Financial, Member FINRA / SIPC
May 2015 - Jan 2022
Financial Advisor
Mar 1999 - May 2015
1 education record
Cory Graves education
-
University Of North Dakota
FAQ
Frequently asked questions about Cory Graves
Quick answers generated from the profile data available on this page.
What company does Cory Graves work for?
Cory Graves works for Next Level Planning and Wealth Management.
What is Cory Graves's role at Next Level Planning and Wealth Management?
Cory Graves is listed as Financial Planner at Next Level Planning and Wealth Management.
What is Cory Graves's email address?
AeroLeads has found 2 work email signals at @plannersfinancialgroup.com for Cory Graves at Next Level Planning and Wealth Management.
What is Cory Graves's phone number?
AeroLeads has found 2 phone signal(s) with area code 414 for Cory Graves at Next Level Planning and Wealth Management.
Where is Cory Graves based?
Cory Graves is based in Brookfield, Wisconsin, United States while working with Next Level Planning and Wealth Management.
What companies has Cory Graves worked for?
Cory Graves has worked for Next Level Planning And Wealth Management, Planner'S Financial Group, and Prudential Financial.
How can I contact Cory Graves?
You can use AeroLeads to view verified contact signals for Cory Graves at Next Level Planning and Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Cory Graves attend?
Cory Graves holds Bachelor’S Degree from University Of North Dakota.
What skills is Cory Graves known for?
Cory Graves is listed with skills including Microsoft Office, Microsoft Word, Research, Sales, Public Speaking, Leadership, and Marketing.
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