Gretchen Walz, financial advisor Chicago IL

Gretchen Walz

CRD Number: 1290967
Current Firm: Bankers Life Advisory Services, Inc.

Gretchen Walz (CRD# 1290967) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 14 years of experience in the finance industry. Gretchen Walz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bankers Life Advisory Services Parssipany, NJ Nov 2016 - Current 7
Bankers Life Securities, Inc. Parsippany, NJ May 2016 - Current 7
Bankers Life And Casualty Parsippany, NJ Jun 2005 - Current 18
Proequities, Inc. Parsippany, NJ Jun 2010 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
Contact Info for Gretchen L. Walz
Phone Number: 844-553-9083
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,125
    MILLIONS
  • Total Number of Accounts
    10,292
    ACCOUNTS
  • Average Account Value
    $109,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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