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Gary Robert Komarek

Advisor at Sound Income Strategies, LLC — Libertyville, IL

Updated today

Credentials

ChFC®, Series 63

Experience

18 years

Location

Libertyville, IL 60048

Sound Income Strategies, LLC logo

Sound Income Strategies, LLC

Multi-team

Total advisors

125

Across 65 offices

Clients per advisor

198 Very High

Avg AUM per client

$168,290 Very Low

HNW client ratio

2% Very Low

About

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Client services

Based on Sound Income Strategies, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Sound Income Strategies, LLC

Income planning Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Sound Income Strategies, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fees can be fixed fees negotiated in advance per plan

Percentage

$0+: up to 1.75% annually N/A - N/A: up to 2.0% annually for a limited select group with special needs requiring additional attention

Commissions

Commissions and trail fees from sale of mutual funds, variable annuities, and insurance products by select IA-Reps registered with affiliated broker-dealer Sound Income Wealth, LLC

Project-based

Financial planning services hourly fees with a minimum of $300 per plan

Other

Account minimum: $25,000 (may be waived based on client needs and complexity) Fee-only: Asset management fees, financial planning fees charged hourly or fixed fee, no commissions for advisory services

Location

See office

Libertyville, IL

1880 W Winchester Road, Suite 112

Libertyville IL 60048

Advisors at this office

1

Most active in

Illinois

Work history

18 years of industry experience

Sound Income Strategies, LLC

2016 - Present • 10 years

Fort Lauderdale, FL

Capital Asset Advisory Services, LLC

2012 - 2017 • 5 years

Haslett, MI

North Shore Asset Management & Tax Advisory, Inc.

2007 - Present • 19 years

Libertyville, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Zhe L

CFA®

Deerfield, IL

April Asset Management LLC

Zhe Li is a CFA® charterholder with one year of experience at April Asset Management LLC. Prior to joining April Asset Management, he worked at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and corporate clients. The firm employs a long-term, diversified investment approach that combines strategic and tactical asset allocation with fundamental, qualitative, and cyclical analysis.

General tax planning Wealth management Passive / index investing Active portfolio management
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Shreekkanth V

CFA®, Series 66

Lincolnshire, IL

SVN Capital, LLC

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

Active portfolio management Options & derivatives strategies Real estate investing
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Robert S

CFA®, Series 63, Series 66

Northbrook, IL

RB Salzman Wealth Management, LLC

Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.

Options & derivatives strategies Wealth management Tax-loss harvesting Private / alternative investments
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