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George Gadzik

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

Grand Junction, CO

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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

George is a co-member of G&M Properties, LLC, a real estate investment company, dedicating minimal time. He is also a licensed sales agent for ASH Brokerage, selling insurance and fixed annuities, which takes about a quarter of his time.

Employment History
Current Registrations
Thepartners Wealth Management
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Scf Investment Advisors, INC.
January 2024 - October 2024 · 9 mos
State Registrations2 states
AZCO
Advisor
Exams
No exam information available for this advisor.
George Gadzik - Financial Advisor | TrueAdvisor