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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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GR

Gary C. Rychtanek

GCR FINANCIAL SERVICES
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 4334091
GR

Professional summary

Gary Christopher Rychtanek, CFP® is a registered financial advisor currently at GCR FINANCIAL SERVICES, LLC located in Naperville, Illinois.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gary has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Gary Christopher Rychtanek'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: 1999

Experience

Current

October 29, 2009 - Present

GCR FINANCIAL SERVICES, LLC

Office #1: 2020 Calamos Ct, Ste. 200, Naperville, IL 60563
RIA
CRD#: 151821
NAPERVILLE, IL
Past

August 28, 2003 - December 3, 2009

CHAUNER SECURITIES, INC.

BD
CRD#: 10075
CHICAGO, IL
Past

September 8, 1997 - January 22, 2010

FACTOR WEALTH MANAGEMENT

RIA
CRD#: 104708
CHICAGO, IL

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
(10/29/2009)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/2003
General Securities Representative Examination

Current Firm

GF
GCR FINANCIAL SERVICES, LLC
GCR FINANCIAL SERVICES, LLC

CRD#: 151821 / SEC#:

Illinois
Registered Investment Advisory firm - (10/29/2009 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2020 Calamos Ct, Ste. 200, Naperville, IL 60563
Mailing Address
Phone number
(630) 344-9235
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 42,872,404

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.

Company Information

GCR FINANCIAL SERVICES, LLC

CRD#: 151821Naperville, IL 60563

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