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GW
CFP
GW
CFP

Gary Winschel

Gladstone Wealth Partners
37 Years of Experience
Erie, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gary Winschel is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in Erie, PA, with 37 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 State Street, Suite 420, Erie, PA, 16507

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gary operates Freedom Investment Management Group as a DBA for his LPL business and provides investment advisory services through Gladstone Institutional Advisory, dedicating full-time hours to these activities. He also serves as a non-profit board member and an elected official, and sells life and long-term care insurance products, dedicating minimal time to each.

Employment History
Current Registrations
Gladstone Wealth Partners
July 2016 - Present · 10 yrs 3 mos
LPL Financial LLC
July 2016 - Present · 10 yrs 3 mos
LPL Financial LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLC
July 2016 - July 2016 · 0 mos
PNC InvestmentsBroker
January 2004 - July 2016 · 12 yrs 6 mos
PNC Investments
January 2004 - July 2016 · 12 yrs 6 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - January 2004 · 4 yrs 9 mos
PNC Brokerage CORPBroker
December 1994 - April 1999 · 4 yrs 4 mos
PNC Securities CORPBroker
January 1991 - December 1994 · 3 yrs 11 mos
PNC Securities CORPBroker
December 1988 - December 1994 · 6 yrs
State Registrations1 state
PA
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.
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