Gary Tagtmeier
D/B/A Financial Awareness Institute · Woodridge, Illinois
Gary Tagtmeier is a fee-only financial advisor at D/B/A Financial Awareness Institute in Woodridge, Illinois. D/B/A Financial Awareness Institute reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | D/B/A Financial Awareness Institute |
|---|---|
| Based in | Woodridge, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15M across 6 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2997847 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financialawarenessinstitute.com |
How Gary's firm compares
- D/B/A Financial Awareness Institute's average account is about $2.5 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Gary
Is Gary Tagtmeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and D/B/A Financial Awareness Institute reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, D/B/A Financial Awareness Institute, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gary Tagtmeier based?
Gary Tagtmeier is based in Woodridge, Illinois.
Is Gary Tagtmeier registered with the SEC?
Yes. Gary Tagtmeier is registered as an investment adviser representative in IL (CRD 2997847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does D/B/A Financial Awareness Institute manage?
D/B/A Financial Awareness Institute reports $15M across 6 accounts in assets under management.
How do I contact Gary Tagtmeier?
Through Gary's website, financialawarenessinstitute.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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