Justin J. Reppy
GOLDSTONE FINANCIAL GROUP | Senior Advisor
Oakbrook Terrace, IL 60181
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CRD#: 6383911
Professional summary
Justin Jake Reppy is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
Justin ensures that everyone who walks through the doors at Goldstone is better informed about their current investment holdings than when they arrived. As an Investment Advisor Representative (IAR) and a fiduciary, Justin is required by law to act in his clients’ best interest, a task he doesn’t take lightly. He earned a degree in Finance and Economics from Augustana College. He believes investors shouldn’t need a degree in Finance to understand their portfolios. Justin takes great pride in dedicating time to extensively research and analyze investments so that potential clients can make more informed decisions and know what to expect from their investments. He enjoys deciphering ever-changing markets to deliver actionable solutions to clients. Justin finds it rewarding to see the newfound confidence and satisfaction the Goldstone retirement planning process gives clients. He has been featured on both the Fox 32 Chicago and ABC 7 Chicago news programs.
Justin joined Goldstone in 2015 after working with an international mutual fund and insurance broker/dealer. He has passed his Series 6, 63, and 65 securities examinations and holds a state of Illinois insurance license.
Question & Answer
What are your service offerings?
Retirement Planning,
Lifetime Income Planning,
Wealth Mangement,
Investment Planning,
Healthcare Planning,
Tax Planning,
Legacy Planning,
Asset Protection Planning
What is your minimum asset requirement?
1
How do you get paid?
Commission and fee
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.
LICENSED INSURANCE AGENT OFFERING LIFE AND FIXED ANNUITY SALES
CRS (Client Relationship Summary) - RIA
Click below to view Justin Jake Reppy'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®
NoneExperience
Current
June 8, 2018 - Present
GOLDSTONE FINANCIAL GROUP, LLC
Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181RIA
CRD#: 222520
Oakbrook Terrace, IL
Past
January 26, 2017 - April 18, 2018
TAYLOR CAPITAL MANAGEMENT INC.
BD
CRD#: 43559
OAKBROOK TERRACE, IL
Past
October 2, 2014 - February 6, 2015
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
LOMBARD, IL
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".
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)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(6/8/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Mailing Address
Phone number
(630) 620-9300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 917,456,867 |
Red Flags
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Company Information
GOLDSTONE FINANCIAL GROUP, LLC
Senior AdvisorCRD#: 222520Oakbrook Terrace, IL 60181TRUST BUT VERIFY
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