GBS Retirement Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Accounts
0
Employees
3
Advisory reps
12
Brokerage reps
2
Avg account
$0

Firm details

Headquarters
Rolling Meadows, Illinois
CRD number
34889
Registered since
September 8, 1993
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

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 3
  • Jason Albino

    Jason Albino

    Chief Compliance OfficerCRD 2891263

  • William Ziebell

    William Ziebell

    Chief Executive OfficerCRD 7090688

  • Hari Sharma

    Hari Sharma

    Chief Information OfficerCRD 5839088

Contacts

3 of 9
  • Amy Mcclary

    Amy Mcclary

    Global Vice PresidentCRD 2244098

  • Patrick Amaya

    Vice PresidentCRD 4519000

  • Jacqueline Neer

    AccountantCRD 4834727

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth