John Gillmann, Financial Advisor

FINANCIAL ADVISOR
John C Gillmann

CFP®, AAMS™
735 Essington Rd, Joliet, IL 60435opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • New Investors

About John

Our team partners with individual investors, families, businesses and charitable organizations to develop a strategy geared toward their unique, long-term goals. Whether you need to save for retirement, plan for college, reduce taxes, strategize for life insurance, initiate a retirement plan for your business or plan for your legacy, we are here to help.

I have earned the CERTIFIED FINANCIAL PLANNER® or CFP® certification. The CERTIFIED FINANCIAL PLANNER® certification has expanded my knowledge in the areas of financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations.

Working closely with you and your CPA, attorney and other professionals...

Work History

  • Edward JonesOctober 2021 to Current
  • Hometown National BankJanuary 2017 to October 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Illinois State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Golfing
  • Hiking
  • Architecture

Team Members

  • Peggy Robinson
    Associate Financial Advisor
    AAMS™
  • Suzanne Lowden
    Sr. Branch Office Administrator
  • Lauren Roscoe
    Sr. Branch Office Administrator
  • Marisol Cabrera
    Branch Office Administrator
  • Lauren Walsh
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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