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Gianni P. Perkovic

RETIREMENT SYSTEMS LLC
Chicago, IL
Some features on this profile are disabled
CRD#: 7065227
GP

Professional summary

Gianni Pjeter Perkovic is a registered financial advisor currently at RETIREMENT SYSTEMS LLC located in Chicago, Illinois.

Gianni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gianni has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
RETIREMENT SYSTEMS LLC DBA ADVANCED ADVISOR; 01/2021; INSURANCE AGENT; CHICAGO, IL; INVESTMENT RELATED; INSURANCE PRODUCTSALES; 40% OF TIME DEVOTED TO ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gianni Pjeter Perkovic'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

January 15, 2021 - Present

RETIREMENT SYSTEMS LLC

RIA
CRD#: 310927
Chicago, IL
Past

January 24, 2019 - January 15, 2021

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
WEST BLOOMFIELD, 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
Connecticut
(5/3/2022)
IAR
Illinois
(1/15/2021)
IAR
Massachusetts
(6/6/2022)
IAR
Michigan
(2/11/2022)
IAR
New Jersey
(2/18/2022)
IAR
Pennsylvania
(3/25/2022)
IAR
Texas
(4/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2018
Uniform Investment Adviser Law Examination

Current Firm

RS
RETIREMENT SYSTEMS LLC
RETIREMENT SYSTEMS LLC | RETIREMENT SYSTEMS LLC DBA ADVANCED ADVISOR

CRD#: 310927 / SEC#:

Connecticut
Registered Investment Advisory firm - (5/3/2022 Approved)
Illinois
Registered Investment Advisory firm - (1/15/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (6/6/2022 Approved)
Michigan
Registered Investment Advisory firm - (2/11/2022 Approved)
New Jersey
Registered Investment Advisory firm - (2/18/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/25/2022 Approved)
Texas
Registered Investment Advisory firm - (4/29/2022 Approved)
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Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
(800) 711-5754
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts248
AUM (Assets Under Management)$ 29,485,284

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

RETIREMENT SYSTEMS LLC

CRD#: 310927Chicago, IL

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