Bloomington, IL Office

Team
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Strong Retirement Solutions

Team

Firm-wide stats for Strong Retirement Solutions

Total advisors

6

Across 2 offices

Clients per advisor

65 High

Avg AUM per client

$403,424 Very Low

HNW client ratio

14% Low

About

Strong Retirement Solutions serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning and consulting services, including retirement-oriented planning, estate planning, and recommendations on investment products such as annuities. The firm requires a $500,000 minimum to open and maintain an advisory account.

The firm tailors investment advice to each client’s objectives, time horizon, and risk tolerance and employs a range of strategies — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — to construct and manage portfolios. Strong Retirement Solutions primarily manages assets on a discretionary basis and may recommend SEC‑registered third‑party sub‑advisors for portions of client portfolios while retaining supervisory responsibility and incorporating sub‑advisor fees into its advisory arrangements.

Notable distinctions in the brochure include that the firm is newly formed and SEC‑registered (founded May 2025) yet reported $166.1 million in discretionary AUM as of March 2026, and that some representatives are licensed insurance agents who may offer commissionable products (the brochure indicates up to 30% of their time could be spent on that activity). The firm also discloses the use of service providers that incorporate artificial intelligence and machine‑learning components and describes periodic due diligence to address related data accuracy and security risks.

Based on Strong Retirement Solutions

Expertise

Annuities Wealth management

Based on Strong Retirement Solutions

Location

315 East Front Street

Bloomington IL 61701

Advisors at this office

4

Advisors at this office

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Kevin P

Series 63, Series 65

Bloomington, IL

Strong Retirement Solutions

Kevin Pummill is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses and having two years of industry experience. His work history includes roles at Bankers Life and American Senior Benefits, where he has been active as an insurance agent focusing on Medicare, long-term care, life insurance, and annuities. Prior to entering finance, he worked in grounds maintenance and education. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning, including retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, employs a variety of management techniques, and manages assets primarily on a discretionary basis.

Annuities Wealth management
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Caleb G

Series 65

Bloomington, IL

Strong Retirement Solutions

Caleb Graybeal is a financial advisor at Strong Retirement Solutions with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and State Farm. Outside of his advisory role, he is involved as an insurance broker, agent, and field trainer, specializing in Medicare, long-term care, life insurance, and annuities. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning services focused on retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, managing assets primarily on a discretionary basis and occasionally recommending third-party sub-advisors.

Annuities Wealth management
user avatar

Jeffrey A

Series 63, Series 65

Bloomington, IL

Strong Retirement Solutions

Jeffrey Augspurger is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Nepsis, Inc. for nine years and is the sole member of Augspurger, LLC. Outside of his advisory work, he is the owner of Augspurger Farms, an agricultural business, and a silent partner in a bitcoin mining company. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning focused on retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, managing assets primarily on a discretionary basis while incorporating third-party sub-advisors as needed.

Annuities Wealth management
user avatar

Jason S

Series 65

Bloomington, IL

Strong Retirement Solutions

Jason Strough is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Nepsis, Inc., Mutual of Omaha Investor Services, and Edelman Inc. He is also licensed as an insurance agent, offering life, disability, and health insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, focusing on retirement and estate planning. The firm uses tailored investment strategies and may employ third-party sub-advisors while maintaining supervisory responsibility.

Annuities Wealth management
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