Gary WoolmanCRD Number: 1178929
Current Firm: Mml Investors Services, LLC
Gary Woolman (CRD# 1178929) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fort Wayne, IN and has over 34 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Mml Investors Services||Fort Wayne, IN||Jun 2014 - Current||3|
|Mass Mutual Life Insurance Company||Fort Wayne, IN||May 2014 - Current||3|
|Securian Financial Services, Inc.||St. Paul, MN||Nov 1995 - May 2014||18|
|Minnesota Life Insurance Company||St Paul, MN||Nov 1995 - May 2014||18|
|Strasser Agency||Toledo, OH||Nov 1995 - May 2014||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 2000|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV