GM
PFS
GM
PFS

Gary Milkwick

9 Years of Experience
Tempe, AZ
Sells Insurance

Gary Milkwick is a PFS-designated registered investment advisor, based in Tempe, AZ, with 9 years of industry experience.

Location

398 S Mill Avenue, Suite 302, Tempe, AZ, 85281

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gary is the CEO/Owner of an inactive import company, a part-owner of rental property, and a partner in Embark Wealth Management. He also owns Embark Financial Services, LLC (tax and management consulting) and Embark Insurance Services, LLC (insurance brokerage).

Employment History
Previous Registrations
Embark Wealth Management, LLC
June 2016 - December 2025 · 9 yrs 6 mos
State Registrations4 states
AZNYPAVA
Advisor

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.
Gary Milkwick - Financial Advisor | TrueAdvisor