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Michal Gicala

Capstone Financial Advisors Inc

Downers Grove, IL

CRD 7925426

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Employer firm

Capstone Financial Advisors Inc CRD 109341

$2.87B regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Capstone Financial Advisors Inc

2001 Butterfield Road Suite 1750, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-31
TX RA APPROVED 2024-05-31
  • IL RA
    APPROVED
    Since 2024-05-31
  • TX RA
    APPROVED
    Since 2024-05-31

Branch Locations

2001 Butterfield Rd Suite 1750, Downers Grove, IL 60515 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Financial Advisors, Inc. Downers Grove IL 05/2020 Present
Ikenberry Dining Services Champaign IL 11/2018 04/2021
Full-Time Education Champaign IL 08/2013 05/2021
  • 05/2020 → Present
    Downers Grove, IL
  • 11/2018 → 04/2021
    Ikenberry Dining Services
    Champaign, IL
  • 08/2013 → 05/2021
    Full-Time Education
    Champaign, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

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