GK
GK

Gregory Kamp

21 Years of Experience
Buffalo Grove, IL
BrokerSells Insurance

Gregory Kamp is a registered investment advisor at Equitable Advisors, LLC, based in Buffalo Grove, IL, with 21 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

Buffalo Grove, IL

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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 ActivitiesSells Insurance

Gregory owns a condo in Chicago and acts as a landlord, dedicating minimal time to this. He is also an outside insurance broker, administrator/executor of his mother's trust, and executor of his father's estate.

Employment History
Current Registrations
Equitable Advisors, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Equitable Advisors, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Allstate Financial Advisors, LLC
March 2012 - January 2021 · 8 yrs 10 mos
Allstate Financial Services, LLCBroker
March 2012 - January 2021 · 8 yrs 10 mos
MML Investors Services, LLCBroker
July 2011 - March 2012 · 8 mos
MML Investors Services, LLC
July 2011 - March 2012 · 8 mos
New England Securities Corporation
May 2006 - June 2011 · 5 yrs 1 mo
New England SecuritiesBroker
June 2004 - June 2011 · 7 yrs
State Registrations43 states
AKALARAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMIMNMOMSNCNDNHNJNMNVNYOHOKPARISCSDTNTXUTVAWIWVWY
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.
Gregory Kamp - Financial Advisor | TrueAdvisor