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Gile Agnew, LLC CRD 329204
$28.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
150 N Ludington Street, Columbus, WI 53925 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 02/2019 |
| Department Of Defense-Us Army | New York | NY | 11/2007 | 06/2018 |
| Lpl Financial Llc | Columbus | WI | 03/2019 | Present |
| Bankers Bank | Columbus | WI | 03/2019 | 09/2020 |
| A. Gile & Co. | Columbus | WI | 04/2024 | Present |
1) 11/10/2020 - Gile Holdings, LLC - Investment Related - 150 N. Ludington, Columbus, WI 53925 - Real Estate Rental - Started 10/29/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Bought an office building, will move my office into early 2021. 2) 11/13/2020 - A. Gile & Co. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/02/2020 - 160 Hours Per Month/120 Hours During Securities Trading. 3) 10/24/2022 - Phoenix Capital Holdings, LLC - Investment Related - Columbus, WI 53925 - Real Estate Rental - Start Date: 09/21/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 4) 09/29/2023 - Malik Law Group - Other - PAID INTERNSHIP - Intern - Not Investment Related - Home Based - Start Date 10/01/2023 - 25 Hours Per Month/0 Hours During Securities Trading 5) 06/05/2024 - A. Gile & Co. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/04/2024 - 160 Hours per Month/ 40 Hours During Trading - I provide investment advisory services through A. Gile & Co., an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-16 |
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