GAR Wood Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
138033
Registered since
February 16, 2006

Firm profile

FINTRX

Overview

GAR Wood Securities, LLC is organized as a limited liability company and has been SEC-registered since 2006. FINTRX identifies the ownership as individual and classifies the firm as "unclassified." The record notes the firm is not designated as a capital allocator and is not marked as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The FINTRX entry does not provide specifics on the firm's advisory activities, fee structure, client segments, or the types of services it provides. That absence of detail limits what can be confirmed about whether GAR Wood operates primarily as a brokerage, discretionary RIA, or in some other capacity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Jersey

    Robert Jersey

    Chief Executive Officer, PresidentCRD 1592359

  • Sherry Gouwens

    Senior Vice President, Chief Administrative OfficerCRD 4458617

  • Dennis Gerecke

    Dennis Gerecke

    Chief Executive OfficerCRD 1856554

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Contacts

3 of 29
  • Robert Sabev

    Robert Sabev

    AnalystCRD 7509453

  • Patricia Pokuta

    Patricia Pokuta

    Operations AssociateCRD 1544888

  • Adrian Wendt

    Associated PersonCRD 3199864

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1250 E Diehl Rd
Time zone
CT (UTC-6)
Office locations

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