Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
GBS Retirement Services only accepts referral fees for coordinating broker-dealer, investment advisory, and/or consulting services from vendors to employer-sponsored retirement plans. All fees are subject to negotiation.
Areas of Practice
Advisor Information
Office location
2850 Golf Road, 8th Floor, Rolling Meadows, IL, 60008
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick provides compliance and legal support to GBS Insurance and Financial Services, an insurance marketing organization, dedicating about a quarter of his time. He also serves as a board member for Buck HR Securities, LLC, spending minimal time and having no decision-making authority.