GM Securities, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 154657
- Registered since
- March 16, 2011
Firm profile
FINTRXOverview
GM Securities, LLC is organized as a limited liability company and registered with the SEC in 2011. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. Available disclosures indicate the firm does not operate as a capital allocator and is not registered or designated as a multi-state or related adviser. It also does not identify as an active ESG investor or a pension consultant. Public-facing detail about the firm’s business lines, advisory activities, fee models, or client mix is minimal in the source record.
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
1 of 1
Bridget Spaulding
Chief Financial OfficerCRD 6392261
Contacts
3 of 13
John Beagle
Co-Founder and Managing DirectorCRD 2230709
Benjamin Scharff
Managing DirectorCRD 2738663
Andrew Hinz
Managing DirectorCRD 4837399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 833 E Michigan St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Northwestern Mutual Investment Services, LLC
Broker-DealerMilwaukee, WI
Bridgewood Advisors Inc.
Broker-DealerMilwaukee, WI
Robert W. Baird & Co Incorporated
Broker-DealerMilwaukee, WI
Artisan Partners Distributors LLC
Broker-DealerMilwaukee, WI
Landaas & Company
Broker-DealerMilwaukee, WI
H. C. Denison Co
Broker-DealerSheboygan, WI