Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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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
Quincy Wells Advisors, LLC
September 2022 - Present · 3 yrs 4 mos
Great Point Capital LLC
May 2022 - Present · 3 yrs 8 mos
Great Point Capital LLCBroker
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
S2k Financial LLCBroker
January 2021 - May 2022 · 1 yr 4 mos
International Assets Investment Management, LLC
September 2020 - January 2021 · 4 mos
International Assets Advisory, LLC Broker
August 2020 - January 2021 · 5 mos
S2k Financial LLCBroker
June 2018 - October 2020 · 2 yrs 4 mos
Northstar Securities, LLCBroker
June 2018 - August 2018 · 2 mos
Capital Financial Services, INC.Broker
July 2017 - June 2018 · 11 mos
Capital Financial Services, INC.
July 2017 - June 2018 · 11 mos
Orchard Securities, LLCBroker
February 2017 - April 2017 · 2 mos
Transamerica Financial Advisors, INC.
December 2015 - April 2016 · 4 mos
Transamerica Financial Advisors, INC Broker
December 2015 - April 2016 · 4 mos
Ameriprise Financial Services, INC.
July 2013 - May 2015 · 1 yr 10 mos
Ameriprise Financial Services, INC. Broker
July 2013 - May 2015 · 1 yr 10 mos
VALIC Financial Advisors, INC.
December 2010 - August 2011 · 8 mos
VALIC Financial Advisors, INC. Broker
December 2010 - August 2011 · 8 mos
Ameriprise Financial Services, INC. Broker
June 2010 - December 2010 · 6 mos
Grubb & Ellis Securities, INC.Broker
September 2009 - April 2010 · 7 mos
Investment Centers of America, INC.
January 2008 - July 2009 · 1 yr 6 mos
Investment Centers of America, INC.Broker
October 2007 - July 2009 · 1 yr 9 mos
State Registrations5 states
CAFLMNNDSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jody Gunderson - Financial Advisor | AdvisorDiscover