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    Paladin Research Report For:

    Gary Komarek

    North Shore Asset Management & Tax Advisory Inc.

    ChFC®CLU®
    1880 W. Winchester Rd
    Ste. 112
    Libertyville, IL 60048
    847-918-8255
    Visit Website
    http://nshoreamta.com/

    About Gary Komarek

    See Disclosures

    General Information

    Firm Start Year
    • 2008
    CRD#
    • 850113
    Firm CRD#
    • *
    Insurance License#
    • 311814
    Name of Custodial Firm
    • Charles Schwab
    Years of Experience in Financial Services
    • 44
    Work with the following types of clients
    • Individual Investors
    Advisory Services Provided
    • Investment Advice & Management, Financial Planning for Individuals, Financial Planning, Insurance Products & Annuities

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CLU®, ChFC®

    Firm Information

    Firm's Number of Clients
    • 400
    Firm's Number of Planning Clients
    • 200
    Firm's Number of Managed Clients
    • 75
    Assets Managed by Firm
    • 100,000,000

    Compensation and Fees

    Compensation Methods
    • Based on Assets, Flat Fee, Commissions

    Education

    BA Economics -

    Westminster College
    -

    Chartered Life Underwriter -

    American College
    -

    Chartered Financial Consultant -

    American College
    -

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1886485/paladinregistry-North-Shore-Asset-Management-&-Tax-Advisory-Inc.-detailed-disclosure.html

    Paladin Advisors

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