Judy Gutierrez, financial advisor Oak Brook IL
93 score

Judy Gutierrez

CRD Number: 5408222
Current Firm: Oneamerica Securities, Inc.

Judy Gutierrez (CRD# 5408222) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Oak Brook, IL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Oak Brook, IL Sep 2015 - Current 1
American United Life Oak Brook, IL Aug 2015 - Current 1
Mariner Retirement Advisors Leawood, KS May 2014 - Aug 2015 1
Montage Securities Leawood, KS May 2014 - Aug 2015 1
Teocali Mexican Restaurant And Cantina Kansas City, MO Aug 2006 - Aug 2015 9
Montage Investments, LLC Leawood, KS Mar 2013 - Mar 2014 1
Montage Securities, LLC Leawood, KS Mar 2013 - Mar 2014 1
Unemployed Leawood, KS Dec 2012 - Mar 2013 < 1
Mbm Advisors Houston, TX Oct 2012 - Dec 2012 < 1
American Century Investment Services Inc. Kansas City, MO Sep 2007 - Sep 2012 5
Self-employed Kansas City, MO Jan 2009 - Jan 2010 1
The Law Offices Of James Manning, Pc Kansas City, MO Jan 2009 - Jan 2009 < 1
Northrop Grumman (contracted By The Uscis) Kansas City, MO Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Judy I. Gutierrez
Phone Number: 877-285-3863
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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