Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Fred Gatling, financial advisor Mission Woods KS
93 score

Fred Gatling

CRD Number: 1406309
Current Firm: Whetstone Capital Advisors

Fred Gatling (CRD# 1406309) is an Investment Advisor Representative working at Whetstone Capital Advisors in Mission Woods, KS and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Whetstone Capital Advisors Shawnee Mission, KS Oct 2014 - Current 2
Wellspring Investment Management, LLC Darien, CT Jun 2012 - Nov 2014 2
Osv Currency Advisors Inc. Darien, CT Aug 1996 - Dec 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Fred J. Gatling
Phone Number: 913-951-2700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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

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