John Ptak, financial advisor Chicago IL

John Ptak

CRD Number: 4364296
Current Firm: Gofen And Glossberg, LLC

John Ptak (CRD# 4364296) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gofen And Glossberg LLC Chicago, IL Nov 2014 - Current 8
Harbor Light Securities, LLC Tampa, FL Mar 2014 - Current 8
Gentry Capital Advisors Chicago, IL Jun 2013 - Current 9
Gentry Securities LLC Chicago, IL Nov 2013 - Mar 2014 < 1
Honor Flight Chicago Chicago, IL Oct 2012 - Jun 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for John J. Ptak
Phone Number: 312-828-1100
Firm Website: http://www.gofen.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,479
    MILLIONS
  • Total Number of Accounts
    3,573
    ACCOUNTS
  • Average Account Value
    $1,813,385
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TN, TX, VA, WA, WI

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