Gainplan LLC

Gainplan LLC (CRD# 174427) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $150,956,108 in 710 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $212,614
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, FL, MI, NC, OK

Financial Advisors at Gainplan LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey W. Ivory
CRD#: 4849910
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
96
Wealthminder
score

Jeffrey Ivory (CRD# 4849910) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 13 years of experience in the finance industry. Jeffrey Ivory 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.

2
Wayne A. Bell-Warren
CRD#: 4078646
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Wayne Bell-Warren (CRD# 4078646) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 17 years of experience in the finance industry.

3
Benjamin T. Klamo
CRD#: 4751521
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Benjamin Klamo (CRD# 4751521) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 8 years of experience in the finance industry.

4
David M. Martin
CRD#: 2559344
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

David Martin (CRD# 2559344) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.

5
Nicholas J. Pagano
CRD#: 5738467
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Nicholas Pagano (CRD# 5738467) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.

6
Thaddeus W. Schlaud
CRD#: 6124708
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
90
Wealthminder
score

Thaddeus Schlaud (CRD# 6124708) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.