GV
Gigi J. Verrey
ALERA INVESTMENT ADVISORS
Deerfield, IL 60015-2567
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CRD#: 2259750
GV
Professional summary
Gigi Jeanmarie Verrey, ChFC®, CLU®, who also goes by Gigi Jean Marie Verrey, Gigi J M Witt, Gigi Jean Witt, Gigi Jean Marie Witt, is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in Deerfield, Illinois and OSAIC WEALTH, INC. located in Deerfield, Illinois.
Gigi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Gigi has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gigi Jean Marie Verrey | Gigi J M Witt | Gigi Jean Witt | Gigi Jean Marie Witt
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.
1) GCG Financial, Inc.;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;fixed business;broker,dba;11/1994;varies;varies;provide fixed business products to clients-LTC,property casualty ins,disability insurance,group benefits,dba 2) Wilson House Publishing: Okay, So I Got Fat;not investment related;author/owner;11/2012;1-3 hrs/month;0 hrs during trading;author 3) Very Smart Ideas, LLC; not investment related;1135 S. Wilson Drive, Lake Forest, IL 60045;Very Smart Ideas, LLC is a website(www.verysmartideas.com), where I sell my own inventions and other household gadgets as an Amazon Affiliate. This activity was disclosed and approved on January 27th of 2022. Separately, I act in commercials, TV and do sponsored commercials on social media. I do this on weekends and evenings for fun. I wanted to update my oba to include acting in commercials and producing sponsor paid advertising on social media ;owner; 11/14/2023; 30/mo. or less on weekends and evenings; ; zero, I avoid working on my person business during trading hours; write recipes, add tips, products and my photographs to the website. I work with an editor to edit the videos that go onto social media. I do not discuss the market or anything financial. This is purely for food, kitchen tips and other home ideas I want to share with my followers. I audition via self-tapes for television commercials and student plays and print work. I have not received compensation yet and don't know if I will but wanted to be sure to disclose this activity in case I do ever land an acting job. 4)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;registered rep;11/1/2017;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services
CRS (Client Relationship Summary) - RIA
Click below to view Gigi Jeanmarie Verrey'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®
Experience
Current
November 3, 2017 - Present
ALERA INVESTMENT ADVISORS, LLC
Office #1: Three Parkway North Suite 500, Deerfield, IL 60015-2567RIA
CRD#: 287906
Deerfield, IL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: Three Parkway North Suite 500, Deerfield, IL 60015RIA
BD
CRD#: 23131
Deerfield, IL
Past
November 2, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Deerfield, IL
Past
June 25, 2001 - November 2, 2017
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Deerfield, IL
Past
December 22, 1994 - November 2, 2017
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Deerfield, IL
Past
January 8, 1993 - November 30, 1994
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
July 27, 1992 - January 7, 1993
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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".
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
RR
California(8/23/2024)
RR
Florida(8/23/2024)
IAR
Illinois(11/3/2017)
RR
Illinois(8/23/2024)
RR
Iowa(8/23/2024)
RR
Michigan(8/23/2024)
RR
Missouri(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Ohio(8/23/2024)
RR
South Carolina(9/9/2025)
RR
Texas(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
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Contact information
Main Address
Three Parkway North Suite 500, Deerfield, IL 60015-2567
Mailing Address
Phone number
(847) 457-3000
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,097 |
| AUM (Assets Under Management) | $ 3,572,112,624 |
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.
