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Credentials
Series 66
Experience Industry experience
16 years
Location
Van Buren, MO 63965
Gargas Investments LLC
Supported
Total advisors
2Clients per advisor
19 LowAvg AUM per client
$238,894 Very LowHNW client ratio
3% Very LowEdward Gargas is a financial advisor at Gargas Investments LLC with 16 years of industry experience. He holds a Series 66 designation and has previously served as IAR and Chief Compliance Officer at Bagby Wealth Management for nine years. He is also the managing member of Gargas Insurance Solutions, LLC, an insurance business organized in 2022. Gargas Investments provides portfolio management, financial planning, and retirement plan consulting to individuals, families, businesses, and retirement plans. The firm builds globally diversified portfolios using mutual funds and ETFs, tailoring strategies to clients’ risk profiles under discretionary or non-discretionary arrangements.
Up to $2,500 for individuals and up to $10,000 for businesses for financial planning services
$0 - $1,000,000: 1.250% $1,000,000 - $5,000,000: 1.125% $5,000,000+: 1.000%
$175 to $250 per hour for financial planning services
Van Buren, MO
1977 Cabin Drive, Suite 208
Van Buren MO 63965
Advisors at this office
2
Missouri · Texas
16 years of industry experience
Gargas Insurance Solutions, LLC
2022 - Present • 4 years
Dexter, MO
Gagas Invesetments LLC
2022 - Present • 4 years
Dexter, MO
Bagby Wealth Management
2014 - 2023 • 9 years
Dexter, MO
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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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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