GL
GL

Gabriel David Lewit

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningHigh Net Worth
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
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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.

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Other Business ActivitiesSells Insurance

Gabriel is a licensed insurance agent and co-founder of Endorsed Diversified Services, Inc. d/b/a Wealth Financial Group, an insurance wholesaler and brokerage organization that supports insurance agents.

Employment History
Current Registrations
Sgl Financial, LLC
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Brokers International Financial Services, LLC
November 2010 - June 2011 · 7 mos
State Registrations5 states
FLILNJTXWI
Advisor
Exams
No exam information available for this advisor.