Henry Frank Gorecki
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
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...
Other Aliases
Henry Gorecki
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
HG WEALTH MANAGEMENT, LLC
Contact Information
Main Address
401 N Michigan Ave Suite 1200, Chicago, IL 60611Phone Number
(312) 723-5116# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
82AUM (Assets Under Management)
$34,542,014Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/15/2012)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Henry Frank Gorecki's CRS (Customer Relationship Summary).
Services Offered by Henry
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
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