Gary J. Wilberg
Professional summary
Gary Jon Wilberg is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Naperville, Illinois.
Gary is registered as a RR (Registered Representative) and started their career in finance in 2008. Gary has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gary Jon Wilberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2025 - Present
BENEFIT FUNDING SERVICES, LLC
March 16, 2021 - June 20, 2025
THE LEADERS GROUP, INC.
February 13, 2018 - February 22, 2021
LION STREET FINANCIAL, LLC
July 14, 2008 - April 17, 2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/1/2025)
(6/23/2025)
(7/2/2025)
Exams
FINRA
Current Firm
BENEFIT FUNDING SERVICES, LLC
CRD#: 44079 / SEC#: , 8-50527
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BFS HOLDINGS, LLC | OWNER | |
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
Red Flags
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