BG
BG

Bryan K Gaiser

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Loading...

Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bryan is a licensed insurance agent and wealth advisor with Stoneridge Insurance Services/Gaiser Financial Group, dedicating full-time hours to selling insurance products and providing financial services. He is also the Chapter President for the American Financial Education Alliance, spending minimal time providing financial wellness and educational workshops.

Employment History
Current Registrations
Advisory Alpha, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Foundations Investment Advisors LLC
July 2020 - August 2023 · 3 yrs 1 mo
Formula Folio Investments
July 2014 - July 2020 · 6 yrs
Retirement Wealth Advisors, INC.
July 2014 - July 2020 · 6 yrs
Capital Investment Advisors, INC
October 2012 - June 2016 · 3 yrs 8 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Bryan K Gaiser - Financial Advisor | TrueAdvisor