Gail S. Gill

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CRD#: 2771061

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gail S Gill, CFP®, who also goes by Gail Anderson, Gail S. Gill, Gail W Gill, Gail Whereatt Gill, Gail Anderson Whereatt, Gail S Whereatt, Gail S. Whereatt, Gail S. Whereatt Gill, was a registered financial professional .

Gail is a previously registered financial professional and started their career in finance in 1996. Gail had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2012

Experience

Past

November 23, 2016 - October 11, 2021

REIFY WEALTH ADVISORS, INC.

RIA

CRD#: 121978

INDIANAPOLIS, IN

Past

September 12, 2016 - October 31, 2016

BECK FINANCIAL STRATEGIES, INC.

RIA

CRD#: 122640

INDIANAPOLIS, IN

Past

June 9, 2016 - December 23, 2016

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Indianapolis, IN

Past

June 2, 2016 - December 23, 2016

J.W. COLE FINANCIAL, INC.

CRD#: 124583

TAMPA, FL

Past

September 11, 2013 - May 4, 2016

PIE CHARTS FINANCIAL

RIA

CRD#: 167583

AUSTIN, TX

Past

February 27, 2003 - March 19, 2013

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUSTIN, TX

Past

February 14, 1997 - March 19, 2013

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

Past

October 8, 1996 - December 4, 1996

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 8, 1996 - December 4, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

REIFY WEALTH ADVISORS, INC.

REIFY WEALTH ADVISORS, INC. | WORLEY FINANCIAL GROUP, INC. | WORLEY FINANCIAL GROUP | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | WORLEY ERHART-GRAVES FINANCIAL ADVISORS

CRD#: 121978 / SEC#: 801-123324

RIA

Registered Investment Advisory firm - (2/25/2022 Approved)

Florida

Registered Investment Advisory firm - (3/8/2022 Terminated)

Illinois

Registered Investment Advisory firm - (4/14/2022 Terminated)

Indiana

Registered Investment Advisory firm - (3/11/2022 Terminated)

New York

Registered Investment Advisory firm - (12/2/2008 Terminated)

Ohio

Registered Investment Advisory firm - (3/10/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 2/24/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/31/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/17/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

REIFY WEALTH ADVISORS, INC.

REIFY WEALTH ADVISORS, INC. | WORLEY FINANCIAL GROUP, INC. | WORLEY FINANCIAL GROUP | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | WORLEY ERHART-GRAVES FINANCIAL ADVISORS

CRD#: 121978 / SEC#: 801-123324

RIA

Registered Investment Advisory firm - (2/25/2022 Approved)

Florida

Registered Investment Advisory firm - (3/8/2022 Terminated)

Illinois

Registered Investment Advisory firm - (4/14/2022 Terminated)

Indiana

Registered Investment Advisory firm - (3/11/2022 Terminated)

New York

Registered Investment Advisory firm - (12/2/2008 Terminated)

Ohio

Registered Investment Advisory firm - (3/10/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2022 Terminated)

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Contact information

Main Address

3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268

Mailing Address

Phone number

(317) 872-5090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REIFY WEALTH ADVISORS, INC. ADV BROCHURE (10/31/2025)

Regulatory assets under management

Total Number of Accounts	873
AUM (Assets Under Management)	$ 445,469,482

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

Gail S. Gill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BECK FINANCIAL STRATEGIES, INC.

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

PIE CHARTS FINANCIAL

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

REIFY WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/24/2003

Series 63

Date: 10/1/1996

SIE

Date: 12/23/2016

Series 7

Date: 6/2/2016

Series 10

Date: 5/31/2000

Series 9

Date: 5/17/2000

Current Firm

REIFY WEALTH ADVISORS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REIFY WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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