GF
ChFC
GF
ChFC

Gil Fash

50 Years of Experience
Oak Brook, IL
BrokerSells Insurance

Gil Fash is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Oak Brook, IL, with 50 years of industry experience. Gil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

2805 Butterfield Rd Ste 110, Oak Brook, IL, 60523

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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

Gil is an independent insurance broker with multiple companies since 1978 and is involved with Lockport Duck Club, a recreational hunting club, dedicating minimal time. Gil is no longer the treasurer of the hunting club.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 7 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 7 mos
Ameriprise Financial Services, LLCBroker
February 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - February 2017 · 2 yrs 1 mo
Msi Financial Services, INC.Broker
January 2015 - February 2017 · 2 yrs 1 mo
New England Securities Corporation
January 1998 - January 2015 · 17 yrs
New England SecuritiesBroker
March 1976 - January 2015 · 38 yrs 10 mos
State Registrations15 states
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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.
Gil Fash - Financial Advisor | TrueAdvisor