GK
Gary W. Klaben
COYLE
GLENVIEW, IL 60026
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CRD#: 1482457
GK
Professional summary
Gary William Klaben, who also goes by Gary W Klaben, Gary W Klahen, is a registered financial advisor currently at COYLE located in Glenview, Illinois.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gary has worked at 8 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary W Klaben | Gary W Klahen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
08/1988 TO PRESENT: I AM THE PRESIDENT OF COYLE FINANCIAL COUNSEL, INC.(COYLE) -2700 PATRIOT BLVD. SUITE 440, GLENVIEW, IL 60025. COYLE IS A REGISTERED INVESTMENT ADVISOR; COYLE RESPONSIBILITES ACCOUNT FOR 70% OF MY WORK WEEK DURING TRADING HOURS. 10/19/09 TO PRESENT: PROTINUS, INC. - 2700 PATRIOT BLVD. SUITE 440, GLENVIEW, IL 60025; NATURE OF BUSINESS: BUSINESS-TO-BUSINESS SERVICE COMPANY. POSITION: SHAREHOLDER & MANAGER; NUMBER OF HOURS DEVOTED TO BUSINESS - 20 HRS PER MONTH (5 HOURS DURING SECURITIES TRADING HOURS); DUTIES - MANAGERIAL. 05/27/2010 TO PRESENT: NAVIGATOR PRESS, INC. - 2700 PATRIOT BLVD. SUITE 440, GLENVIEW, IL 60025; NATURE OF BUSINESS: PUBLISHING COMPANY. POSITION: SHAREHOLDER AND MANAGER; NUMBER OF HOURS DEVOTED TO BUSINESS - APPROX 10 HRS PER MONTH (5 HOURS DURING SECURITIES TRADING HOURS); DUTIES -EXECUTIVE AND MANAGERIAL. 11/21/2020 to Present, Azimuth Acres, LLC; Nature of Business - Farm Business to Consumer; Position - Managing Member; Number of hours devoted to business - 5 hours monthly; Duties - Executive and Managerial. 6/2/2020 to Present, Soclar, LLC; Nature of Business - Business to Business Service Company; Position - Shareholder & Manager; Number of hours devoted to business - 5 hours monthly; Duties - Managerial 10/20/2013 to Present, The Strategic Coach; Nature of Business - Coaching Entrepreneurs; Position - Independent Contractor; Number of hours devoted to business - 1 day per month
CRS (Client Relationship Summary) - RIA
Click below to view Gary William Klaben's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 26, 1994 - Present
COYLE
Office #1: 2700 Patriot Drive, Suite 440, Glenview, IL 60026RIA
CRD#: 110593
GLENVIEW, IL
Past
June 16, 1998 - October 9, 2012
COYLE SECURITIES, L.L.C.
BD
CRD#: 43804
GLENVIEW, IL
Past
May 20, 1996 - June 11, 1998
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Past
August 20, 1993 - May 16, 1996
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
November 19, 1989 - August 20, 1993
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
June 14, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
August 6, 1987 - June 17, 1988
NEW ENGLAND SECURITIES
BD
CRD#: 615
Past
April 8, 1986 - August 15, 1987
BERKSHIRE EQUITY SALES, INC.
BD
CRD#: 87
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
COYLE
COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO
CRD#: 110593 / SEC#: 801-17378
RIA
Registered Investment Advisory firm - (7/22/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/26/1994)
IAR
Illinois(12/13/1997)
IAR
Maryland(10/3/2024)
IAR
Texas(12/17/2002)
IAR
Wisconsin(12/21/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CO
COYLE
COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO
CRD#: 110593 / SEC#: 801-17378
RIA
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Contact information
Main Address
2700 Patriot Blvd. Suite 440, Glenview, IL 60026
Mailing Address
Phone number
(847) 441-5644
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,381 |
| AUM (Assets Under Management) | $ 922,183,434 |
Red Flags
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