Mark Robert Gremler
Advisor at Gremler Financial Corp — Cumming, IA
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 63
Experience Industry experience
31 years
Location
Cumming, IA 50061
Mark Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 30 years of industry experience. He has worked at firms including VOYA Financial Advisors and Btl Network, and has operated Gremler Financial Group since 2004. Outside of advising, he is involved in farming and produce sales through Gremler Farms. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches.
Based on Gremler Financial Corp
Fixed fees for financial planning range from $0 to $5,000.
$0 - $250,000: N/A (minimum $250,000 required) $250,000 - $250,000: 1.5% $250,001 - $499,999: 1.0% $500,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.8% $2,000,000 - $4,999,999: 0.8% $5,000,000 - $9,999,999: 0.5% $10,000,000+: 0.5%
Up to $250 per hour for financial planning services.
Account minimum: $250,000 Fee-only: Financial planning fees: fixed fees range from $0 to $5,000; hourly fees range from $0 to $250 per hour.
Cumming, IA
2425 Cumming Avenue
Cumming IA 50061
Advisors at this office
1
Iowa
31 years of industry experience
Integrity Alliance, LLC
2020 - Present • 6 years
West Des Moines, IA
Btl Network
2015 - 2017 • 2 years
Des Moines, IA
VOYA Financial Advisors
2014 - 2018 • 4 years
Des Moines, IA
Technical Advisory Group (Tag)
2013 - 2017 • 4 years
Des Moines, IA
Gremler Financial Group
2004 - Present • 22 years
West Des Moines, IA
Locust Street Securities, Inc.
2002 - 2004 • 2 years
Des Moines, IA
Gremler Financial Corp
1999 - 2005 • 6 years
Des Moines, IA
Vestax Securities Corporation
1999 - 2002 • 3 years
West Des Moines, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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