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RS
ChFC
RS
ChFC

Raymond Francis Schickling

Gill Capital Partners
35 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
Gill Capital Partners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
499 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$790.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$9,500

Location

4582 S Ulster Street, Suite 1400, Denver, CO, 80237

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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.

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Employment History
Current Registrations
Gill Capital Partners
April 2019 - Present · 6 yrs 10 mos
Gill Capital Partners, LLCBroker
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cherry Street Partners
January 2016 - December 2019 · 3 yrs 11 mos
Apw Capital, INC.Broker
January 2014 - March 2019 · 5 yrs 2 mos
Financial Telesis INCBroker
November 2011 - November 2012 · 1 yr
Financial Telesis, INC.
November 2011 - November 2012 · 1 yr
Stancorp Investment Advisers, INC.
April 2004 - July 2011 · 7 yrs 3 mos
Stancorp Equities, INC.Broker
March 2004 - July 2011 · 7 yrs 4 mos
Ing Financial Advisers, LLCBroker
February 1999 - February 2004 · 5 yrs
American United Life Insurance CompanyBroker
March 1989 - January 1999 · 9 yrs 10 mos
Aul Equity Sales CORP.Broker
March 1989 - January 1999 · 9 yrs 10 mos
Carillon Investments, INC.Broker
October 1988 - April 1989 · 6 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.