Gary Gilgen
Gary Gilgen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rochester Hills, MI, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Rochester Hills, MI
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Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Gary owns rental real estate through Gilgen Enterprises, LLC, and an insurance agency. He is also the President of Lutheran Advisor Group, Inc. providing property management services, and involved with Legal Shield and ID Theft sales through Group - Brokerage & Employee Benefits, Inc., dedicating about 10% of his time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Triad Advisors, INC.Broker
Mutual Service CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.