GBS Retirement Services, Inc.
Firm details
- Headquarters
- Rolling Meadows, Illinois
- CRD number
- 34889
- Registered since
- September 8, 1993
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
GBS Retirement Services, Inc. is a corporate entity that functions primarily as an insurance broker and as a selector of third‑party advisers. The firm is identified as a capital allocator and maintains industry relationships that include broker‑dealer, other investment adviser, insurance company, and pension consultant affiliations. Its fee approach is listed as "Other," suggesting non‑standard or bespoke billing arrangements rather than a simple AUM or hourly model. The firm is registered to operate in Illinois and Ohio and is owned by a combination of a domestic entity and an individual. FINTRX does not flag the firm as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jason Albino
Chief Compliance OfficerCRD 2891263

William Ziebell
Chief Executive OfficerCRD 7090688

Hari Sharma
Chief Information OfficerCRD 5839088
Contacts
3 of 9
Amy Mcclary
Global Vice PresidentCRD 2244098
Patrick Amaya
Vice PresidentCRD 4519000
Jacqueline Neer
AccountantCRD 4834727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rolling Meadows, IL
Cook
Location
Rolling Meadows, IL
Headquartered in Rolling Meadows, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2850 Golf Rd
- Time zone
- CT (UTC-6)
- Office locations
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