George Gadzik

Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2013 → 02/2022
  World Financial Group
  Mesa, AZ
• 09/2021 → 11/2022
  Jax Pro Pest Control
  Mesa, AZ
• 11/2022 → 10/2024
  Ash Creek Financial
  Stafford, AZ
• 01/2024 → 10/2024
  Scf Investment Advisors, Inc.
  Fresno, CA
• 09/2024 → 01/2026
  Thepartners Wealth Management
  Carmel By The Sea, CA
• 01/2026 → Present
  Your Ia
  Fruita, CO

Previous Registrations

• 2024-09-16 → 2026-02-18
  Thepartners Wealth Management
  Fruita, CO
  Carmel By The Sea, CA
• 2024-01-05 → 2024-10-18
  Scf Investment Advisors, Inc.
  Grand Junction, CO
  San Diego, CA

Other Businesses

G&M Properties, LLC | Investment Related | 309 Dogwood Dr., Fruita, CO 81521 | Real Estate | Co-Member | June 2008 | 5 hours and zero hours during trading hours per month | LLC Used for real estate investments. Ash Brokerage | Investment Related | 888 S Harrison St., Suite 900, Fort Wayne, IN 46802 | Insurance, fixed annuities and life & health | Insurance Agent | Employee | 2 - 4 hours per week and as needed during trading hours | Life & annuity sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-03