Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IL
02/13/2025 - Present
Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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