Melvin Lubelski

Sgl Financial, LLC

13 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningHigh Net Worth

Sgl Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,136 clients

Average Client Portfolio

$192K average

Assets Under Management

$218.6M

Fee Structure

Minimum Investment:$50K

Location

1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089

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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.

Other Business ActivitiesSells Insurance

Melvin is a licensed insurance agent.

Employment History

Current Registrations

Sgl Financial, LLC

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Fifth Third Securities, INC.Broker

September 2019 - September 2021 · 2 yrs

Fifth Third Securities, INC.

September 2019 - September 2021 · 2 yrs

Cetera Investment Advisers LLC

January 2014 - March 2019 · 5 yrs 2 mos

Cetera Investment Services LLC

December 2013 - January 2014 · 1 mo

Cetera Investment Services LLCBroker

March 2011 - January 2019 · 7 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.