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CFP
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CFP

Gary Haindel

Global Planning Stewards LLC
33 Years of Experience
Baton Rouge, LA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gary Haindel is a CFP-designated registered investment advisor at Global Planning Stewards LLC, based in Baton Rouge, LA, with 33 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 236 clients with $79M in assets under management.

Global Planning Stewards LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
236 clients
Average Client Portfolio
$336K average
Assets Under Management
$79.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M2.00%
$2.5M - $5.0M1.75%
$5M+1.50%

Fees are generally negotiable.

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

Location

8550 United Plaza Blvd, Ste 702, Baton Rouge, LA, 70809

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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
May 2009
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gary is a Managing Partner at Global Planning Stewards, LLC, a registered investment advisor, dedicating full-time hours to account management. He also serves as an officer for the Kiwanis Club of Baton Rouge and is a licensed insurance agent, spending a few hours per week on insurance-related activities.

Employment History
Current Registrations
Global Planning Stewards LLC
August 2017 - Present · 9 yrs 2 mos
Stonex Securities INC.Broker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
SA Stone Investment Advisors INC.
June 2016 - July 2017 · 1 yr 1 mo
Sterne Agee Asset Management, INC.
March 2009 - June 2016 · 7 yrs 3 mos
Sterne, Agee & Leach, INC.Broker
March 2009 - May 2015 · 6 yrs 2 mos
Multi-Financial Securities Corporation
March 2009 - March 2009 · 0 mos
Multi-Financial Securities CorporationBroker
March 2009 - March 2009 · 0 mos
Stanford Group Company
January 2000 - March 2009 · 9 yrs 2 mos
Stanford Group CompanyBroker
January 2000 - March 2009 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1993 - January 2000 · 6 yrs 9 mos
State Registrations6 states
ALFLLAMSTXUT
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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