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.

DAN WILBURN RECOGNIZED BY FORBES AS A TOP WEALTH ADVISOR

Valparaiso, IN - March 01, 2019 - Dan Wilburn of LPL Financial was recently ranked No. 41 in Indiana in the annual Best-In-State Wealth Advisors list published by Forbes.  

According to Forbes, the annual list highlights over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention*.

“I congratulate Dan on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “This recognition is a reflection of his commitment to providing objective financial advice that is uniquely geared toward his clients’ needs. His success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support Dan and we thank him for the work he does to enrich the financial lives of his clients.”

Dan Wilburn has been providing financial services to more than 250 clients in the Northwest Indiana area for over 26 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

 

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

* 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.

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

 

**Based on total revenues, Financial Planning magazine, June 1996-2018

 

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.