Advisor at Polaris Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Polaris Wealth Management, LLC
Location
Flossmoor, IL 60422
Credentials
Series 66
Industry experience
5 years
Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2020 to 2023. Outside of her advisory role, she serves as an accountant for a nonprofit organization focused on human rights and social justice education and advocacy. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm uses a tailored Investment Policy Statement to guide discretionary account management and applies modern portfolio theory across a range of investment instruments and strategies.
Based on Polaris Wealth Management, LLC
Based on Polaris Wealth Management, LLC
Fixed financial planning fees range from $200 to $15,000 based on complexity and time required.
$0 - $250,000: 1.00% $250,001+: 0.75%
Registered representatives receive commissions from sale of securities and insurance products; commissions are disclosed conflicts of interest but are not PWM's primary source of compensation.
1020 Park Dr, #213
Flossmoor, IL 60422
Illinois
Polaris Wealth Management, LLC
2023 - Present (3 years)
Bank of America, N.A.
2020 - 2023 (3 years)
Bank of America/Merrill
2020 - 2023 (3 years)
Merrill
2020 - 2023 (3 years)
Jewish Community Centers of Chicago (JCC Chicago)
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
Accounting Principals
2018 - 2018 (1 year)
Accountemps
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Accounting Principals
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
FMSI / RAMCO Holdings
2016 - 2017 (1 year)
Johnson Publishing Company
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Frankfort, IL
Regal Oak Financial, LLC
Series 66
Tinley Park, IL
DMC Capital Management Inc
CFP®, Series 63, Series 65
Flossmoor, IL
OmniDivitia Wealth Management, Inc.
CFP®, Series 63, Series 65
St. John, IN
Smart Choice Financial Planning, Inc.
Series 63, Series 65
Orland Park, IL
O'Keefe & Associates, P.C.
Series 65
Orland Park, IL
Chancellor Financial Services, Inc.
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