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Todd Alan Gipple

BATES FINANCIAL ADVISORS, INC.·ROCKFORD, Illinois
Unclaimed Profile
8437 NORTHERN AVE, ROCKFORD, IL 61107CRD# 7052240Firm CRD# 116515
01

About

Todd Alan Gipple is a registered financial advisor based in ROCKFORD, Illinois, affiliated with BATES 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
03

Firm Overview

Firm
BATES FINANCIAL ADVISORS, INC.
BATES FINANCIAL ADVISORS, INC.
AUM
$430M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BATES FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7052240
Firm CRD# 116515
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Alan Gipple offer?
Todd Alan Gipple specializes in Financial Planning, Investment Management. Contact their office in ROCKFORD, Illinois for a consultation.
What are Todd Alan Gipple's credentials?
Todd Alan Gipple is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Alan Gipple located?
Todd Alan Gipple is based in ROCKFORD, Illinois, working with BATES FINANCIAL ADVISORS, INC.. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Todd Alan Gipple charge for services?
Todd Alan Gipple's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BATES FINANCIAL ADVISORS, INC.?
BATES FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $430M 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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