John C. Gilgallon

STRATUS ADVISORY GROUP

Highland, MI 48357

Some features on this profile are disabled

CRD#: 5377176

Professional summary

John Craig Gilgallon is a registered financial advisor currently at STRATUS ADVISORY GROUP, INC. located in Highland, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 4 firms and has passed the Series 65 exam.

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.

F&G Accessories, LLC 8326 Golfside Drive Commerce Twp, MI 48382. Sell patented motorcycle parts. Manager/Owner; pre-2010; 4 hours/mo; 2 hours/mo during trading hours. I package and mail out part orders wholesale & eBay. The Idea Factory, Inc. 8326 Golfside Drive Commerce Twp, MI 48382. currently inactive. Owner; pre-2010; no activity after 2010. When active, consult on design, engineering, and management. Gilgallon Investment Group, LLC. 8326 Golfside Drive Commerce Twp, MI 48382. Manager/Owner prior to relicensing as new RIA corporation: Bedrock Financial, LLC pre 2010 to Sep-2010. corporation currently inactive as Investment clients were moved to Bedrock Financial, LLC and RIA was withdrawn. NJCUS, LLC. 3720 S. Apache Road Ste 300, Las Vegas, NV 89147. Holding company. Co-Manager 50%; Spouse: Co-Manager 50%. started 4/2013. One hour per/mo, no hours during trading hours. Company that provides corporate returns and payroll for owner/managers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Craig Gilgallon'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®

None

Experience

Current

March 13, 2017 - Present

STRATUS ADVISORY GROUP, INC.

Office #1: 211 E. Livinston Road, Highland, MI 48357

RIA

CRD#: 167448

Highland, MI

Past

August 12, 2011 - December 31, 2016

BEDROCK FINANCIAL

RIA

CRD#: 155604

COMMERCE TOWNSHIP, MI

Past

January 4, 2010 - August 12, 2011

GILGALLON INVESTMENT GROUP LLC

RIA

CRD#: 147670

COMMERCE TWP, MI

Past

October 4, 2007 - November 20, 2007

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

WATERFORD, MI

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

Michigan
(3/13/2017)

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: 10/2/2007

Uniform Investment Adviser Law Examination

Current Firm

STRATUS ADVISORY GROUP, INC.

CRD#: 167448 / SEC#:

Michigan

Registered Investment Advisory firm - (8/7/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

211 E. Livingston Road, Highland, MI 48357

Mailing Address

Phone number

(248) 684-5353

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	478
AUM (Assets Under Management)	$ 54,154,414

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.

Similar Advisors

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John C. Gilgallon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Craig Gilgallon's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATUS ADVISORY GROUP, INC.

BEDROCK FINANCIAL

GILGALLON INVESTMENT GROUP LLC

GUNNALLEN FINANCIAL, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2007

Current Firm

STRATUS ADVISORY GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATUS ADVISORY GROUP, INC.

TRUST BUT VERIFY

Similar Advisors