Gary G. Bouch

OXINAS PARTNERS WEALTH MANAGEMENT

Jeffersonville, IN 47130

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CRD#: 1807688

Professional summary

Gary G Bouch, who also goes by Gary G Bouch Jr, Gary G Bouch, Gary George Bouch Jr, Gary Bouch, is a registered financial advisor currently at OXINAS PARTNERS WEALTH MANAGEMENT located in Jeffersonville, Indiana.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gary has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary G Bouch Jr | Gary G Bouch | Gary George Bouch Jr | Gary Bouch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Oxinas Holdings, LLC; Not Investment-Related; Jeffersonville, IN; LLC/Holding Company formed for our office property; Owner; 01/2019; Devote 2 hrs/month, which are not during securities trading hours; Maintain books and records. (2) Gary G. Bouch, LLC; Not Investment-Related; Jeffersonville, IN; LLC Formed For Tax Purposes; Owner; Devote 4 hrs/month, which are not during securities trading hours; Maintain books and records. (3) CaskX; Not Investment-Related; 9270 Wilshire Blvd., 204, Beverly Hills, CA. 90212; 07/29/2022; Devotes 0 hrs/month; Has invested in Bourbon whiskey, which will be aged in bourbon barrels and then eventually sold in 4+years.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary G Bouch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2018 - Present

OXINAS PARTNERS WEALTH MANAGEMENT

Office #1: 607 North Shore Drive Suite 101, Jeffersonville, IN 47130

RIA

CRD#: 297462

Jeffersonville, IN

Past

April 22, 2013 - August 29, 2018

WADDELL & REED

RIA

CRD#: 866

JEFFERSONVILLE, IN

Past

April 19, 2013 - August 29, 2018

WADDELL & REED

CRD#: 866

JEFFERSONVILLE, IN

Past

October 5, 2009 - April 26, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOUISVILLE, KY

Past

October 5, 2009 - April 26, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOUISVILLE, KY

Past

February 13, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

LOUISVILLE, KY

Past

January 30, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

LOUISVILLE, KY

Past

January 8, 2004 - February 27, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LOUISVILLE, KY

Past

November 22, 2002 - February 27, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LOUISVILLE, KY

Past

January 1, 2001 - January 7, 2003

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OXINAS PARTNERS WEALTH MANAGEMENT

OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC

CRD#: 297462 / SEC#: 801-113877

RIA

Registered Investment Advisory firm - (8/22/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(8/22/2018)

IAR

Puerto Rico
(5/11/2020)

IAR

Texas
(10/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/16/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/25/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/28/2000

General Securities Representative Examination

Current Firm

OXINAS PARTNERS WEALTH MANAGEMENT

OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC

CRD#: 297462 / SEC#: 801-113877

RIA

Registered Investment Advisory firm - (8/22/2018 Approved)

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Contact information

Main Address

607 North Shore Drive Suite 101, Jeffersonville, IN 47130

Mailing Address

Phone number

(812) 725-8649

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OXINAS PARTNERS WEALTH MANAGEMENT DISCLOSURE BROCHURE AND PRIVACY POLICY (2/18/2025)

Regulatory assets under management

Total Number of Accounts	1,706
AUM (Assets Under Management)	$ 344,596,274

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary G. Bouch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary G Bouch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WADDELL & REED

WADDELL & REED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

Primary Firm SEC Registration

OXINAS PARTNERS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2001

SIE

Date: 8/29/2018

Series 31

Date: 10/25/2007

Series 7

Date: 12/28/2000

Current Firm

OXINAS PARTNERS WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OXINAS PARTNERS WEALTH MANAGEMENT

TRUST BUT VERIFY

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