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Gabriela Contreras

6 Years of Experience
Chicago, IL
Broker

Gabriela Contreras is a registered investment advisor at M1 Finance, based in Chicago, IL, with 6 years of industry experience. Gabriela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.35%

M1 reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chicago, 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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Employment History
Current Registrations
M1 Finance
June 2024 - Present · 1 yr 11 mos
M1 Finance LLCBroker
February 2021 - Present · 5 yrs 3 mos
M1 Finance LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
M1 Finance
February 2021 - December 2023 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - February 2021 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - February 2021 · 1 yr 5 mos
State Registrations1 state
IL
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.