Loren Grabau has been an investment adviser representative at Financial Gravity Family Office Services since August 2025, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Loren Grabau’s longest registration was 6 years at Independent Financial Group, LLC (2019–2025). Before joining Financial Gravity Family Office Services in 2025, Loren Grabau was registered through X Advisors, LLC and Independent Financial Group, LLC.
- – present · 1 yearLos Alamos, CA · Adviser representative · Firm CRD 316024
- X Advisors, LLC– · 4 yearsSanta Maria, CA · Adviser representative · Firm CRD 315838
- Independent Financial Group, LLC– · 6 yearsSanta Maria, CA · Adviser representative · Firm CRD 7717
Investment adviser representative registrations
Loren Grabau is registered as an investment adviser representative in 3 states. Each was approved in August 2025.
- CaliforniaSince 8 August 2025
- ColoradoSince 7 August 2025
- TexasSince 7 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 May 2019 |
| Series 7TO | General Securities Representative Examination | 8 April 2019 |
| SIE | Securities Industry Essentials Examination | 2 March 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Loren James Grabau
- CRD
- 6984490
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 325 Bell Street, Los Alamos, CA 93440
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Loren Grabau work?
Loren Grabau is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Loren Grabau a financial advisor?
Yes. Loren Grabau has a current investment-adviser registration in California, Colorado and Texas, through Financial Gravity Family Office Services since August 2025.
How many years of experience does Loren Grabau have?
Loren Grabau has 7 years in the financial industry, since April 2019, across 3 adviser firms.
What exams has Loren Grabau passed?
Loren Grabau has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2019.
Where is Loren Grabau based?
Loren Grabau’s registered office is in Los Alamos, CA.
Is Loren Grabau registered with FINRA?
No. Loren Grabau has no current broker registration.
How can I verify Loren Grabau’s record?
Search CRD 6984490 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Loren Grabau’s full registration record.