GBS Retirement Services, Inc.
Firm details
- Headquarters
- Rolling Meadows, Illinois
- CRD number
- 34889
- Registered since
- September 8, 1993
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
GBS Retirement Services, Inc. is a corporate entity that has been SEC-registered since 1993 and is identified as a capital allocator. The firm’s primary business activity is insurance brokerage, and its advisory role centers on selecting other advisers rather than acting as a direct discretionary manager. The snapshot flags a non-ESG stance and lists the firm as neither newly formed nor a multistate adviser. Industry affiliations tied to the firm include broker-dealer activity, functioning as an “other” investment adviser, connections with an insurance company, and a pension consulting role. Those ties, together with the firm’s adviser-selection focus, suggest GBS operates as a conduit between clients and outside managers or products rather than running concentrated in-house active strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Ziebell
Chief Executive OfficerCRD 7090688

Jason Albino
Chief Compliance OfficerCRD 2891263
Contacts
3 of 8Jacqueline Neer
AccountantCRD 4834727

Dennise Felix - Thompson
Compliance SpecialistCRD 4934940

Amy Mcclary
Global Vice PresidentCRD 2244098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rolling Meadows, IL
Cook
Location
Rolling Meadows, IL
Headquartered in Rolling Meadows, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2850 Golf Rd
- Time zone
- CT (UTC-6)
- Office locations
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