GW
GW

Gary Michael Wozny

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
456 clients
Average Client Portfolio
$801K average
Assets Under Management
$365.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

209 W. Jackson Boulevard, Suite 777, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gary is an independent insurance agent since 1989. This activity is investment-related.

Employment History
Current Registrations
Lcm Capital Management INC
April 2001 - Present · 24 yrs 10 mos
Previous Registrations
Quantum Capital Investments
October 2012 - November 2013 · 1 yr 1 mo
State Registrations3 states
ILTXWI
Advisor
Exams
No exam information available for this advisor.
Gary Michael Wozny - Financial Advisor | TrueAdvisor