Unclaimed Profile

Ian M Janecek

GAVION, LLC·MEMPHIS, Tennessee

Series 6, Series 7, Series 66Clean record20 years registeredGAVION, LLC

6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 3190911Firm CRD# 167807

Profile Verification

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

Identity

Ian M Janecek · MEMPHIS, TN

Registration

CRD #3190911 · GAVION, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Jul 2019 – present

GAVION, LLC

Oct 2013 – Dec 2019

MEMPHIS, TN

CONSULTING SERVICES GROUP, LLC

Mar 2006 – Sep 2013

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 66

Registration record

First registered · March 14, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAVION, LLC

CRD 167807 · SEC 801-78065

AUM

$218M

Regulatory assets under management

Employees

13 client accounts

Services offered by GAVION, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GAVION, LLC →

Introduction

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Frequently Asked Questions

What services does Ian M Janecek offer?

Ian M Janecek specializes in Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Ian M Janecek's credentials?

Ian M Janecek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian M Janecek located?

Ian M Janecek is based in MEMPHIS, Tennessee, working with GAVION, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Ian M Janecek charge for services?

Ian M Janecek's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAVION, LLC?

GAVION, LLC has approximately 12 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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