Grant Argall

Grant Argall is a retirement plan consultant and director of retirement plan services for M3 Financial, a sales and service organization providing retirement plan governance, investment consulting, financial wellness, and executive benefits to organizations. As the director of retirement plan services, he works closely with other members of M3 Financial to identify and acquire new business, implement go-to-market strategies, and build strong partnerships with key business leaders, members of the recordkeeping community, investment companies, and community organizations.

He has a deep understanding of retirement plans, fiduciary obligations, employee engagement strategies, and the regulatory environment. Argall aims to understand the unique goals of all clients he partners with to tailor solutions based on their needs. His passion is driven by the desire to help employees achieve financial freedom in retirement.

• Earned bachelor’s degree in finance from the University of Wisconsin-Oshkosh
• Began his career in financial services in 1999 and worked in a variety of roles with Benefit Consultants Inc., Principal Financial Group, and John Hancock
• Joined M3 in 2018
  • Promoted to director of retirement plan services, 2024

Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.