Gainplan LLC

Gainplan LLC (CRD# 174427) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $381,096,699 in 1,546 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    1,546
    ACCOUNTS
  • Average Account Value
    $246,505
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MI, NC, OK, SC, TX, VA, WV

Financial Advisors at Gainplan LLC
Showing 1 - 9 of 9 top financial advisors.
1
Wayne A. Bell-Warren
CRD#: 4078646
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302

Wayne Bell-Warren (CRD# 4078646) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.

2
Jeffrey W. Ivory
CRD#: 4849910
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302

Jeffrey Ivory (CRD# 4849910) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.

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

Benjamin Klamo (CRD# 4751521) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.

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

David Martin (CRD# 2559344) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

5
Kipatrick J. Mrkva
CRD#: 3124829
800 W. Long Lake Rd., Suite 100, Bloomfield Hills, MI 48302

Kipatrick Mrkva (CRD# 3124829) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 25 years of experience in the finance industry.

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

Thaddeus Schlaud (CRD# 6124708) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.

7
Nicole J. Standen
CRD#: 5326701
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302

Nicole Standen (CRD# 5326701) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.

8
Chad Wotton
CRD#: 6001641
800 W. Long Lake Rd., Suite 100, Bloomfield Hills, MI 48302

Chad Wotton (CRD# 6001641) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

9
Patrick Nalepa
CRD#: 7646006
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302

Patrick Nalepa (CRD# 7646006) is an Investment Advisor Representative working at Gainplan LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

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