Brent Gilmore
Brent Gilmore is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Dublin, OH, with 39 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
5930 Wilcox Place, Suite H, Dublin, OH, 43016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is the director of Saints and Sinners Golf League, owner of Step Up Wealth Management, LLC, and president of Gilmore Enterprises, Inc. He also works as an advisory representative of a RIA, CIRA.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Legend Advisory CORP
Legend Equities CorporationBroker
Fsc Securities CorporationBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Woodbury Financial Services, INC.Broker
Nylife Securities INC.Broker
Nylife Securities INC.Broker
American United Life Insurance CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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