GK
CFP
GK
CFP

Gregory Kurinec

20 Years of Experience
Downers Grove, IL
BrokerSells Insurance

Gregory Kurinec is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Downers Grove, IL, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

1431 Opus Place # 110, Downers Grove, IL, 60515

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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 provides legal services, offers insurance products as an independent contractor, and volunteers as a public speaker for financial awareness. He also dedicates full-time hours to his DBA names for marketing and financial planning purposes, and spends about 10-20% of his time on business administration tasks for Kurinec Enterprises, Inc.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
April 2010 - Present · 16 yrs 1 mo
Independent Financial Group, LLC
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Fsc Securities Corporation
September 2009 - April 2010 · 7 mos
Fsc Securities CorporationBroker
August 2009 - April 2010 · 8 mos
Waterstone Financial Group, INC.
October 2007 - August 2009 · 1 yr 10 mos
Waterstone Financial Group, INC.Broker
October 2006 - August 2009 · 2 yrs 10 mos
Aig Financial Advisors, INC.
March 2006 - September 2006 · 6 mos
Aig Financial Advisors, INC.Broker
February 2006 - September 2006 · 7 mos
State Registrations8 states
AZCOFLILINMNNVOR
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 Kurinec - Financial Advisor | TrueAdvisor