Gem Financial Advisors, Inc.

Gem Financial Advisors, Inc. (CRD# 123031) is a financial advisory firm headquartered in Lake Forest, IL. They manage $138,861,592 in 334 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $415,753
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MA, TX, VA, WI

Financial Advisors at Gem Financial Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Susan R. Milanak
CRD#: 2787875
100 N. Field Court, Suite 215, Lake Forest, IL 60045
96
Wealthminder
score

Susan Milanak (CRD# 2787875) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 10 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.

2
Gregory A. Worcester
CRD#: 4475428
100 N. Field Court, Suite 215, Lake Forest, IL 60045
96
Wealthminder
score

Gregory Worcester (CRD# 4475428) 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. Gregory Worcester 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.

3
Thomas R. Gramins
CRD#: 2153340
100 N. Field Court, Suite 215, Lake Forest, IL 60045
93
Wealthminder
score

Thomas Gramins (CRD# 2153340) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 24 years of experience in the finance industry.

4
Lawrence S. Rose
CRD#: 1025571
100 N. Field Court, Suite 215, Lake Forest, IL 60045
93
Wealthminder
score

Lawrence Rose (CRD# 1025571) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 34 years of experience in the finance industry.

5
Heather M. Wright
CRD#: 1663805
100 N. Field Court, Suite 215, Lake Forest, IL 60045
90
Wealthminder
score

Heather Wright (CRD# 1663805) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 15 years of experience in the finance industry.

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