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Brian Reketis

11 Years of Experience
Chicago, IL
Broker

Brian Reketis is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 W. Madison Street, Suite 2860, Chicago, IL, 60606

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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 Activities

Brian works full-time as a sales consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in November 2017.

Employment History
Current Registrations
Assetmark, INC.
March 2018 - Present · 8 yrs 4 mos
Assetmark Brokerage, LLCBroker
December 2017 - Present · 8 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2014 - December 2017 · 3 yrs 3 mos
State Registrations4 states
ILKSMONE
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.