G & O Financial Services, Inc.

G & O Financial Services, Inc. (CRD# 141831) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $226,433,733 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $2,241,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at G & O Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Clayton C. Kreis
CRD#: 1725924
888 Executive Center Dr W, Suite 101, Saint Petersburg, FL 33702
93
Wealthminder
score

Clayton Kreis (CRD# 1725924) is an Investment Advisor Representative working at G & O Financial Services, Inc. in Saint Petersburg, FL and has over 18 years of experience in the finance industry.

2
Dean A. Bruns
CRD#: 1750681
888 Executive Center Drive W., Suite 101, Saint Petersburg, FL 33702
90
Wealthminder
score

Dean Bruns (CRD# 1750681) is an Investment Advisor Representative working at G & O Financial Services, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry. Dean Bruns 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.

3
Kevin P. McCutcheon
CRD#: 6105535
888 Executive Center Dr W, Suite 101, Saint Petersburg, FL 33702
90
Wealthminder
score

Kevin McCutcheon (CRD# 6105535) is an Investment Advisor Representative working at G & O Financial Services, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry.

4
Louis P. Ortiz
CRD#: 5219890
888 Executive Center Drive W., Suite 101, Saint Petersburg, FL 33702
87
Wealthminder
score

Louis Ortiz (CRD# 5219890) is an Investment Advisor Representative working at G & O Financial Services, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry.

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