Unclaimed Profile

Susan Reichert Milanak

GEM FINANCIAL ADVISORS, INC.·LAKE FOREST, Illinois

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66CFPClean record19 years registeredGEM FINANCIAL ADVISORS, INC.

810 S. WAUKEGAN ROAD, LAKE FOREST, IL 60045CRD# 2787875Firm CRD# 123031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Reichert Milanak · LAKE FOREST, IL

Registration

CRD #2787875 · GEM FINANCIAL ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Sep 2022 – present

LPL FINANCIAL LLC

Dec 2020 – Sep 2022

LAKE FOREST, IL

LPL FINANCIAL LLC

May 2017 – Oct 2020

LAKE FOREST, IL

LPL FINANCIAL LLC

Jan 2011 – Jan 2016

LAKE FOREST, IL

GEM FINANCIAL ADVISORS, INC.

Jun 2010 – Dec 2020

LAKE FOREST, IL

LPL FINANCIAL CORPORATION

Jan 2009 – Sep 2010

LAKE FOREST, IL

WACHOVIA SECURITIES, LLC

Jan 2008 – Feb 2009

LAKE FOREST, IL

A. G. EDWARDS & SONS, INC.

Nov 2006 – Jan 2008

LAKE FOREST, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · November 22, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEM FINANCIAL ADVISORS, INC.

CRD 123031 · SEC 801-70834

AUM

$183M

Regulatory assets under management

Employees

491 client accounts

Services offered by GEM FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GEM FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Susan Reichert Milanak offer?

Susan Reichert Milanak specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Susan Reichert Milanak's credentials?

Susan Reichert Milanak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Susan Reichert Milanak located?

Susan Reichert Milanak is based in LAKE FOREST, Illinois, working with GEM FINANCIAL ADVISORS, INC.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Susan Reichert Milanak charge for services?

Susan Reichert Milanak's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees based on percentage of assets managed by 3rd party advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEM FINANCIAL ADVISORS, INC.?

GEM FINANCIAL ADVISORS, INC. has approximately 2 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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