GW
GW

Gail Lynn Wangen

21 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K
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Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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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

Gail works as an income tax accountant at Lawrence Cumpston & Assoc., dedicating nearly full-time hours to this role. She also sells handmade crafts through Etsy and craft sales, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
July 2013 - Present · 12 yrs 7 mos
Cl Wealth Management LLC
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
Workman Securities CorporationBroker
November 2004 - September 2011 · 6 yrs 10 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.