Wellth Advisory Services
44yrs
Top advisor by experience at Wellth Advisory Services
28yrs
Jennifer Anne Gage
Financial advisor at Wellth Advisory Services
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience in Illinois
OfficeShorewood, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Wellth Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Apr 2026 – nowWellth Advisory Services, LLCCurrent firm
- Mar 2025 – Apr 2026Global Retirement Partners LLCPreviously
- 2020 – 2025Cbiz Financial Solutions, Inc.Previously
- 2020 – 2025Cbiz Investment Advisory Services, LLCPreviously
- 2016 – 2020Kestra Advisory Services, LLCPreviously
- Aug 2015 – Sep 2016Kestra Investment Services, LLCPreviously
- 2012 – 2015Stancorp Investment Advisers, Inc.Previously
- 2004 – 2008Principal Securities, Inc.Previously
Questions to ask Jennifer
Tailored to Jennifer’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jennifer
How do I contact Jennifer?
Call Wellth Advisory Services at 866-777-4015 and ask for Jennifer Anne Gage. Jennifer works from the Shorewood, IL office.
How long has Jennifer been a financial advisor?
Jennifer has been in the industry since 1998, about 28 years. Top 21% by experience in Illinois.
What licenses does Jennifer hold?
Series 63. Tap any license on this page to see what it allows.
Is Jennifer a fiduciary?
Jennifer is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jennifer paid?
Wellth Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jennifer for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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