Gabriel Kaufmann (CRD# 7333424) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 3 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vimvest Financial | Sarasota, FL | Feb 2022 - Current | 2 |
| Vimvest Securities, LLC | Sarasota, FL | Jan 2021 - Jan 2022 | 1 |
| Unemployed | Sarasota, FL | Aug 2020 - Dec 2020 | < 1 |
| Rivers Edge Ranch | Sarasota, FL | Jan 2019 - Jul 2020 | 1 |
| Unemployed | Phoenix, AZ | Jun 2018 - Dec 2018 | < 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2017 - May 2018 | < 1 |
| Unemployed | Bayfield, CO | Jun 2016 - Jun 2017 | 1 |
| Bayfield Schools | Bayfield, CO | Aug 2007 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- FL
-
Total Assets Under Management226MILLIONS
-
Total Number of Accounts817ACCOUNTS
-
Average Account Value$276,487
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, TX
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