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Susan Reichert Milanak

GEM FINANCIAL ADVISORS, INC.·LAKE FOREST, Illinois
Unclaimed Profile
810 S. WAUKEGAN ROAD, LAKE FOREST, IL 60045CRD# 2787875Firm CRD# 123031
01

About

Susan Reichert Milanak is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with GEM FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GEM FINANCIAL ADVISORS, INC.
GEM FINANCIAL ADVISORS, INC.
AUM
$183M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GEM FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES BASED ON PERCENTAGE OF ASSETS MANAGED BY 3RD PARTY ADVISORS
Regulatory
SEC/IARD CRD# 2787875
Firm CRD# 123031
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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