Garrett C. Koncan

Call Website Contact the business

Garrett C. Koncan Private Wealth Advisor at Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of Focus:
Retirement Planning Strategies
Family Finances
Employee Stock Options
Wealth Preservation Strategies
Tax Planning Strategies

10/26/2026

Dear Valued Clients,
Please note that our team will be out of the office on Monday, November 2nd, and Tuesday, November 3rd participating in strategic planning and professional development meetings focused on enhancing the services and support we provide to our clients.
During this time, our availability will be limited; however, we will be monitoring emails and voicemail periodically throughout the day and will respond to inquiries as promptly as possible.
If you require assistance, please leave a message or send an email, and a member of our team will be in touch at the earliest opportunity.
We appreciate your understanding as we invest in strengthening our capabilities and refining the client experience. Thank you for your continued trust and partnership.
Sincerely,
Garrett C. Koncan, CFP®
Private Wealth Advisor
CA License # 16144539
Ellio Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisory Practice

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
9142853ACMR0926

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Honored to be named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list! Our goal is simple: p...
08/24/2026

Honored to be named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list! Our goal is simple: provide clarity, guidance, and strategies that empower confident financial decisions. This recognition reflects the trust you place in us every day—thank you to our amazing clients and team!

https://bit.ly/4qxD9Nj

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/04/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Address

Gurnee, IL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18472448400

Website

Alerts

Be the first to know and let us send you an email when Garrett C. Koncan posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Garrett C. Koncan:

Shortcuts

Share

Category