RIA Intelligence

GEM FINANCIAL ADVISORS, INC.

CRD #123031 SEC #801-70834 LAKE FOREST, IL 847-680-3082
SEC Registered
Total AUM
$182.7M
Discretionary
$70.8M
Employees
3
Clients
101
Accounts
491

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 4, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MILANAK, SUSANICHIEF COMPLIANCE OFFICERNA Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERNA Control
COLLINS FINANCIAL PLANNING SERVICES, INC.DEPRESIDENTE Control
COLLINS, ELAINE, LUCILLEIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control
MILANAK, SUSAN, REICHERTICHIEF COMPLIANCE OFFICERE Control
MILANAK, SUSAN, REICHERTIPRESIDENTE Control

Registrations

Federal

IA
Jun 4, 2020 REGISTERED

Notice Filings (9)

CA FL IL IN MA MI TX VA WI

Address

810 S. WAUKEGAN ROAD
SUITE 200
LAKE FOREST, IL 60045
United States
Phone: 847-680-3082