Alan M. Gunn

Alan M. Gunn

Relationship Manager

Financial Solutions Advisory Group

Chicago, IL

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Call 773-336-• • • •  Show

8799 W. Bryn Mawr Ave. 410 - N

Chicago, IL 60631

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Financial Solutions Advisory Group is a fee-only independent Registered Investment Adviser (RIA) and financial planning firm. We combine personalized investment management and financial planning advice with old-fashioned individual client service.

Many of our new clients come to us when they get tired of being ignored by their current asset manager; typically a large bank or broker.

A good prospect for is someone with at least $250,000 in assets to manage.

Services Provided by Alan M. Gunn

Financial Planning, Investment Management, Alternative Investments, Estate Planning, College Planning, Retirement Planning, Charitable Giving

and estate tax issues., asset allocation, Personal finance, personal trust administration, private client services and sales. Also investments
  • Fee
  • English

Background Information for Alan M. Gunn

  • University of Chicago

  • Northwestern University

  • Lawrence University

Licenses & Credentials
  • Certified Trust and Financial Advisor
Previous Work Experience

Personal Trust Adminstration U.S. Trust / Bank of America Private Wealth Managment

1995 —  2009

+ All Work Experience

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