Gary Bosart, financial advisor Lancaster OH

Gary Bosart

CRD Number: 3254332
Current Firm: Ameriprise Financial Services, LLC

Gary Bosart (CRD# 3254332) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services LLC Lancaster, OH Sep 2021 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Sep 2021 < 1
Jcc Insurance Services, LLC Lancaster, OH Mar 2014 - Sep 2021 7
Jc Wealth Management Hilliard, OH Oct 2012 - Sep 2021 8
Voya Financial Advisors Hilliard, OH Sep 2014 - Jun 2021 6
Ing Financial Partners Hilliard, OH Feb 2005 - Sep 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for Gary M. Bosart
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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