Broker Check

MISSION STATEMENT

Our mission is to preserve and build your financial security and prosperity through an alliance of disciplined asset management and comprehensive financial planning.

VISION STATEMENT

My vision statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future.

Our vision is to build a long-term relationship together. As their trusted and knowledgeable financial advisor, we aim to accomplish this through education, training, integrity and outstanding client service.

We aspire to a higher degree of quality in client services and the paramount standard of professional ethics and integrity.

FORBES NAMES DAN WILBURN AMONG AMERICA’S TOP FINANCIAL ADVISORS

Valparaiso, IN — March 15, 2018 – Dan Wilburn, an independent financial advisor at LPL Financial in Valparaiso, IN, was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors.

According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data*.

“This is a huge accomplishment,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “It takes a tremendous amount of dedication and experience to achieve this level in our industry. Dan Wilburn has committed to his role in supporting his clients’ financial lives and is a great example of the value the independent model has to grow successful businesses. We are proud to be an enabling partner to Dan Wilburn and wish his continued success.”

Dan Wilburn has been providing financial services to more than 250 clients in the Northwest Indiana area for over 25 years. Wilburn provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Wilburn is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

About R. B. Smith Co., Inc,

Dan Wilburn

President, R.B. Smith Co., Inc.

LPL Financial

554 Vale Park Rd.

Valparaiso, IN 46385

Phone: (219) 462-3630

Fax: (866) 476-1144

E-mail: [email protected]

Website: http://www.rbsmithinc.com

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

LPL.com / NASDAQ: LPLA

**Based on total revenues, Financial Planning magazine, June 1996-2017

 LPL Financial, Forbes magazine and SHOOK Research are separate entities.

 Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC