Gabriel Insung Gonzalez
Advisor at Retirable — Milwaukee, WI
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.
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.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Milwaukee, WI 53204
Retirable
Team
Clients per advisor
201 Very HighAvg AUM per client
$136,185 Very LowHNW client ratio
12% Very LowGabriel Gonzalez is a financial advisor at Retirable in Milwaukee, WI, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at Equitable Advisors, Northwestern Mutual, and teaching positions at Homestead Middle and High Schools. Outside of his financial career, he volunteers as a Sunday school teacher at St. Roberts Catholic Parish and coaches lacrosse for Ozaukee. Retirable serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, by providing financial planning and discretionary investment management primarily through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolios with regular rebalancing and reviews.
1.00% per annum on a monthly basis in arrears based on the average daily balance of the client’s account over the preceding month with a cap at $10,000
Commission-based compensation received only when recommending fixed annuities by licensed insurance agents; separate from advisory fees
Annual subscription fee of $500 per year for general financial planning advice
Milwaukee, WI
507 S. 2nd Street, Suite 111
Milwaukee WI 53204
Advisors at this office
1
Wisconsin
< 1 year of industry experience
Retirable
2026 - Present • 1 year
Milwaukee, WI
Equitable Advisors, LLC
2025 - 2026 • 1 year
New York, NY
Unemployed
2025 - 2025 • 1 year
Mequon, WI
Northwestern Mutual
2025 - 2025 • 1 year
Germantown, WI
Milwaukee Ale House
2024 - 2025 • 1 year
Grafton, WI
University of Arizona
2020 - 2024 • 4 years
Tucson, AZ
Homestead Middle and High Schools
2015 - 2020 • 5 years
Mequon, WI
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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