RG
CFP
RG
CFP

Robert Gentner

16 Years of Experience
Lansing, MI
BrokerSells Insurance

Robert Gentner is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Lansing, MI, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K

FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.

Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.

Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.

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Location

801 S Waverly Road, Suite 101, Lansing, MI, 48917

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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

Robert is an associated person of Founders Financial Securities, LLC and does business as T&G Financial Solutions, Inc., where he is President, Investment Advisor Rep, & Insurance Agent, spending nearly full-time on insurance/fixed product sales and service. He is also involved with Living Hope Ranch, White Stone Developments, LLC, and Amaris Farms, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Founders Financial Securities, LLC
April 2011 - Present · 15 yrs 1 mo
Founders Financial Securities LLCBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
LPL Financial LLC
October 2010 - May 2011 · 7 mos
LPL Financial LLCBroker
September 2009 - May 2011 · 1 yr 8 mos
Mutual Service CorporationBroker
August 2009 - September 2009 · 1 mo
State Registrations19 states
ALAZCOFLGAIAILINKSMIMONCNVOHTNTXWAWIWV
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.