Gem Financial Advisors, Inc.
Gem Financial Advisors, Inc. (CRD# 123031) is a financial advisory firm headquartered in Lake Forest, IL. They manage $182,651,500 in 491 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management183MILLION
Total Number of Accounts491ACCOUNTS
Average Account Value$371,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL, MA, TX, VA, WI
Susan Milanak (CRD# 2787875) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 14 years of experience in the finance industry. Susan Milanak 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.