Gerard Downey
Linden Wealth Management · Oak Park, Illinois
Gerard Downey is a fee-only financial advisor at Linden Wealth Management in Oak Park, Illinois. Gerard focuses on retirement planning, tax planning and estate & legacy planning. Linden Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Linden Wealth Management |
|---|---|
| Based in | Oak Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $192.3M across 51 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2455549 |
| Exams passed | Series 63 (1994) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lindenwm.com |
| Profile |
How Gerard's firm compares
- Linden Wealth Management's average account is about $3.8 million, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Gerard
Is Gerard Downey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard holds no broker registration, and Linden Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerard charge for financial advice?
Gerard's firm, Linden Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gerard Downey based?
Gerard Downey is based in Oak Park, Illinois.
What does Gerard specialize in?
Gerard's specialties include retirement planning, tax planning and estate & legacy planning.
Is Gerard Downey registered with the SEC?
Yes. Gerard Downey is registered as an investment adviser representative in IL and TX (CRD 2455549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Linden Wealth Management manage?
Linden Wealth Management reports $192.3M across 51 accounts in assets under management.
How do I contact Gerard Downey?
Through Gerard's website, www.lindenwm.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
- Linden Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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