TrueAdvisor
TrueAdvisor
GH
CFP
GH
CFP

Gary Paul Haindel

Global Planning Stewards LLC
32 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Global Planning Stewards LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
160 clients
Average Client Portfolio
$445K average
Assets Under Management
$71.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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
—

Location

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

Get directions

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 · 8 yrs 6 mos
Stonex Securities INC.Broker
May 2015 - Present · 10 yrs 9 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 Registrations5 states
ALFLLAMSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.