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Gail Wangen

21 Years of Experience
Broker

Gail Wangen is a registered investment advisor, based in Schaumburg, IL, with 21 years of industry experience.

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gail works as an income tax accountant at Lawrence Cumpston & Assoc., dedicating nearly full-time hours to this role. She also sells handmade crafts through Etsy and craft sales, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
July 2013 - Present · 12 yrs 9 mos
Cl Wealth Management LLC
October 2011 - Present · 14 yrs 6 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
Workman Securities CorporationBroker
November 2004 - September 2011 · 6 yrs 10 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gail Wangen - Financial Advisor | TrueAdvisor