Gerald Wayne Howell

Employer firm

Arlington Wealth Management CRD 114801

$236M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 09/2020
  Fsic
  East Dundee, IL
• 09/2020 → 07/2022
  National Securities Corporation
  West Dundee, IL
• 09/2020 → 07/2022
  National Asset Management
  West Dundee, IL
• 07/2022 → 09/2022
  B. Riley Wealth Management
  West Dundee, IL
• 09/2022 → Present
  Arlington Wealth Management
  Arlington Heights, IL
• 01/2019 → 09/2022
  Howell Wealth Management
  West Dundee, IL

Previous Registrations

• 2020-09-13 → 2022-09-26
  B. Riley Wealth Advisors, Inc.
  West Dundee, IL
• 2013-09-19 → 2020-09-23
  Fsic
  East Dundee, IL
  West Dundee, IL
• 2010-12-13 → 2013-09-23
  Wells Fargo Clearing Services, Llc
  Elgin, IL

Other Businesses

MESSTER MO LTD, PASS THROUGH S CORP FOR TAX FINANCIAL BUSINESS, PRESIDENT, VILLAGE OF LAKEWOOD, IL, START 7/2018, 1 HR PER MONTH, ZERO DURING TRADING HRS, NOT INVESTMENT RELATED. INDEPENDENT LICENSED INSURANCE AGENT. 1 HR PER MONTH, ZERO DURING TRADING HRS, NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-10

Other Names

• Gerald W Howell
• Gerald Wayne Howell