Gary Robert Komarek

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 08/2007 → Present
  North Shore Asset Management & Tax Advisory, Inc
  Libertyville, IL
• 01/2012 → 02/2017
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 05/2016 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2012-10-10 → 2017-02-20
  Cg Advisory Services
  Libertyville, IL
  Williamston, MI
• 2008-08-05 → 2012-12-31
  American Investment Services
  Libertyville, IL
  Rolling Meadows, IL

Other Businesses

NORTH SHORE ASSET MANAGEMENT & TAX ADVISORY INC.,PRESIDENT- 1880 W. WINCHESTER RD., SUITE 112, LIBERTYVILLE, IL 60048, PRESIDENT, 12/2008, OVERSEE INCOME TAX PREPARATION, INSURANCE AGENT CONDUCTING SALES AND SERVICE OF FIXED, INDEX, LIFE, HEALTH, AND LTC INSURANCE. 80% OF BUSINESS HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-24

Designations

• Chartered Financial Consultant

Other Names

• Gary R Komarek