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Kathleen Ann Gfrorer

Wealth Management Group, LLC

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About Kathleen Ann Gfrorer

Kathleen Ann Gfrorer is a financial advisor with over 40 years of experience in the industry. Currently, Kathleen Ann is a Registered Representative and Investment Advisor Representative for Wealth Management Group, LLC. Kathleen Ann provides financial planning, portfolio management for individuals, and pension consulting services to her clients. She is a Certified Financial Planner and holds both Series 63 and Series 65 licenses.

Firm Information

Kathleen Gfrorer is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Kathleen Gfrorer’s Registration & Firm History

IL

10/18/2024 - Present

Wealth Management Group, LLC (INVERNESS IL)

IL

10/03/2002 - 03/30/2023

SECURITIES AMERICA, INC. (OAK BROOK IL)

IL

08/24/1987 - 10/01/2002

PEB FINANCIAL GROUP, INC. (CHICAGO IL)

NE

01/31/1997 - 03/03/1997

SECURITIES AMERICA, INC. (LAVISTA NE)

NA

05/18/1981 - 07/01/1987

BALCOR SECURITIES COMPANY

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Licenses & Designations

IA

Issued 10/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2002

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/21/1983

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kathleen Ann Gfrorer. Review regulatory record here.
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