A complete list of active advisors currently associated with Gimbal Financial, LLC
Warmer can help you find a great advisor at Gimbal Financial, LLC or one who fits your needs even better.
Gimbal Financial serves individuals (including high-net-worth clients), trusts, estates, small businesses, retirement plans, and certain brokerage customers of Mutual Securities. The firm offers discretionary asset management through a wrap-fee program, retirement plan consulting, and variable annuity consulting services. The firm manages wrap accounts based on client questionnaires and chosen investment objectives (for example, growth with income, growth, or aggressive growth) and uses diversified allocations across individual equities, fixed income, ETFs, mutual funds, structured products, and alternative asset-allocation funds. Account reviews are performed at least annually and investment decisions take into account domestic and global economic conditions and market volatility. A noteworthy aspect of Gimbal is that it sponsors its own wrap-fee program, a feature that is uncommon among peer team firms, and it also provides variable annuity consulting to Mutual Securities’ brokerage customers while not serving as custodian for those assets. Gimbal operates as a six-advisor team managing roughly $290 million for about 380 clients, and its advisory representatives are also licensed to sell fixed insurance products, a disclosed potential source of commission-related conflicts.
To learn more about the advisors currently working at Gimbal Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 22
| |
Carmel, IN
| 5
| |
Carmel, IN
| 5
| |
Carmel, IN
| 27
| |
Carmel, IN
| 0
| |
Carmel, IN
| 39
|
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