TG
CFP
TG
CFP

Todd Gentile

26 Years of Experience
Park Ridge, IL
Broker

Todd Gentile is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Park Ridge, IL, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

15 S Fairview Ave, Park Ridge, IL, 60068-4034

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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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Other Business Activities

Todd is the owner of Queen of My Heart LLC, offering boat driving services for lake cruises and sightseeing. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
April 2023 - Present · 3 yrs 1 mo
Allstate Financial Services, LLCBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
AXA Distributors, LLCBroker
September 2000 - December 2008 · 8 yrs 3 mos
Kemper Distributors, INC.Broker
November 1998 - September 2000 · 1 yr 10 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.