Jennifer Lynn Eberwein

Sgl Financial, LLC

11 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 175, 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

Jennifer is a licensed insurance agent and may offer products and services from various insurance companies. This potential conflict of interest is disclosed in Jennifer's ADV 2B.

Employment History

Current Registrations

Sgl Financial, LLC

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Wealth Financial Advisory Services, LLC

April 2013 - September 2015 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.