Henry F. Gorecki

HG WEALTH MANAGEMENT

CHICAGO, IL 60611

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CRD#: 1567719

Professional summary

Henry Frank Gorecki, CFP®, who also goes by Henry Gorecki, is a registered financial advisor currently at HG WEALTH MANAGEMENT, LLC located in Chicago, Illinois.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Henry has worked at 10 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Biography

Henry is the owner and founder of HG Wealth Management LLC. He specializes in financial planning and investment portfolio design. With over 30 years in the financial services industry, Henry has a solid foundation for helping his clients manage their economic concerns and pursue their financial goals. He has been quoted in major publications like The Wall Street Journal and has received numerous honors and awards for his work in New York and Chicago.

In 2003 Henry completed DePaul University's Financial Planning Certificate Program and earned his CFP® certification. He received an MBA in Finance & Marketing at The University of Michigan in 1986. Henry completed his undergraduate studies at The University of Chicago earning a BA in Economics in 1982.

Henry is also actively involved in the community and participates in activities that increase mental and physical health. He recently served on the Reunion Host Committee for his class at The University of Chicago. Henry maintains a regular fitness routine, and you can often see him running along Lake Michigan. In celebration of his 50th birthday, Henry traveled to Tanzania to summit Mt. Kilimanjaro.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Do you have an area of expertise or specialization?

Baby Boomers

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Estate & Generational Planning...

High Net Worth Client Needs

Hourly

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Henry Gorecki

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Frank Gorecki'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

March 15, 2012 - Present

HG WEALTH MANAGEMENT, LLC

Office #1: 401 N Michigan Ave Suite 1200, Chicago, IL 60611

RIA

CRD#: 161032

CHICAGO, IL

Past

July 10, 2009 - February 16, 2012

MURPHY CAPITAL ADVISORS, LLC

RIA

CRD#: 133616

CHICAGO, IL

Past

September 11, 2003 - May 11, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHICAGO, IL

Past

September 11, 2003 - May 11, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHICAGO, IL

Past

January 17, 2003 - April 10, 2003

OSAIC FA, INC.

RIA

CRD#: 3978

CHICAGO, IL

Past

December 4, 2002 - April 10, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

December 4, 2002 - April 10, 2003

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

March 1, 1994 - January 22, 2001

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

September 4, 1990 - April 22, 1992

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 23, 1990 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Past

October 20, 1987 - November 13, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

November 18, 1986 - November 3, 1987

MORGAN STANLEY DW INC.

CRD#: 7556

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

Illinois
(3/15/2012)

IAR

Texas
(11/18/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 11/25/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Current Firm

HG WEALTH MANAGEMENT, LLC

CRD#: 161032 / SEC#:

Illinois

Registered Investment Advisory firm - (3/15/2012 Approved)

Texas

Registered Investment Advisory firm - (11/18/2016 Conditional Restricted)

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Contact information

Main Address

401 N Michigan Ave Suite 1200, Chicago, IL 60611

Mailing Address

Phone number

(312) 723-5116

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 29,915,504

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Henry F. Gorecki

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Frank Gorecki's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURPHY CAPITAL ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

CITICORP INVESTMENT SERVICES

WELLS FARGO CLEARING SERVICES, LLC

BLUNT ELLIS & LOEWI INCORPORATED

DREXEL BURNHAM LAMBERT INCORPORATED

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2003

Series 63

Date: 11/6/1987

Series 3

Date: 11/25/1987

Series 7

Date: 11/15/1986

Current Firm

HG WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HG WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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