NE
CFP · ChFC
NE
CFP · ChFC

Neal Engwall

37 Years of Experience
Saint Petersburg, FL
1 DisclosureBrokerSells Insurance

Neal Engwall is a CFP, ChFC-designated registered investment advisor at G. A. Repple & Company, based in Saint Petersburg, FL, with 37 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75

G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.

Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.

GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.

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Location

Saint Petersburg, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1995
Settled
Other Business ActivitiesSells Insurance

Neal owns Engwall Enterprises LLC, a custom cabinet and millwork business, dedicating about 10-20% of his time. He also sells fixed insurance products as a sole proprietor, spending a few hours per week, and owns residential rental property, requiring minimal time.

Employment History
Current Registrations
G. A. Repple & Company
January 2010 - Present · 16 yrs 4 mos
G. A. Repple & CompanyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Oneamerica Securities, INC.
November 2004 - December 2009 · 5 yrs 1 mo
Oneamerica Securities, INC.Broker
January 2003 - December 2009 · 6 yrs 11 mos
Thrivent Investment Management INC.Broker
July 1988 - December 2002 · 14 yrs 5 mos
State Registrations19 states
AZCACOFLGAIAILKYMDMIMTNCNVNYOHSCTNTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.