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Galo Baca

Goldstone Financial Group, LLC

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About Galo Baca

Galo Baca is an investment advisor representative with Goldstone Financial Group, LLC. Galo is registered with the state of Illinois and has a Series 65 license. Galo has been in the industry since 2022. The advisor's firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They are located in Oakbrook Terrace, Illinois.

Firm Information

Galo Baca is currently registered with Goldstone Financial Group, LLC. Goldstone Financial Group, LLC is an investment advisor headquartered in Oakbrook Terrace, Illinois. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $817 million in assets and have 13 investment adviser representatives and 9 licensed agents.
Goldstone Financial Group, LLC

18W140 BUTTERFIELD ROAD

OAKBROOK TERRACE, IL 60181

$817.31M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Galo Baca’s Registration & Firm History

IL

02/13/2025 - Present

Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)

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Licenses & Designations

IA

Issued 11/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Galo Baca.
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