Gary Winschel, financial advisor Erie PA
93 score

Gary Winschel

CRD Number: 1894221
Current Firm: Gladstone Wealth Group

Gary Winschel (CRD# 1894221) is an Investment Advisor Representative working at Gladstone Wealth Group in Erie, PA and has over 25 years of experience in the finance industry. Gary Winschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gladstone Wealth Group Erie, PA Jul 2016 - Current < 1
Lpl Financial, LLC Erie, PA Jul 2016 - Current < 1
Pnc Investments Pittsburgh, PA Oct 2013 - Jun 2016 2
Pnc Bank Erie, PA Oct 2013 - Jun 2016 2
Pnc Investments Erie, PA Jan 2004 - Oct 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Gary J. Winschel
Phone Number: 908-719-1313
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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