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AF

Addison G. Fluent

IRON GATE WEALTH ADVISORS
Poland, OH 44514
Some features on this profile are disabled
CRD#: 4381264
AF

Professional summary

Addison G. Fluent III, CFP® is a registered financial advisor currently at IRON GATE WEALTH ADVISORS, LLC located in Poland, Ohio.

Addison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Addison has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Addison G. Fluent III's 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®
CFP®

Certified Financial Planner

Start date: 2001

Experience

Current

January 10, 2017 - Present

IRON GATE WEALTH ADVISORS, LLC

Office #1: 8560 South Avenue, Suite 2, Poland, OH 44514
RIA
CRD#: 156453
Poland, OH
Past

January 10, 2017 - March 26, 2026

PREMIER WEALTH MANAGEMENT, LLC

RIA
CRD#: 137856
POLAND, OH
Past

November 8, 2011 - December 31, 2016

IRON GATE WEALTH ADVISORS, LLC

RIA
CRD#: 156453
POLAND, OH
Past

November 14, 2005 - December 31, 2016

PREMIER WEALTH MANAGEMENT, LLC

RIA
CRD#: 137856
POLAND, OH
Past

August 27, 2001 - November 4, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

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
Ohio
(1/10/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/2001
General Securities Representative Examination

Current Firm

IG
IRON GATE WEALTH ADVISORS, LLC
FSA WEALTH MANAGEMENT, LLC | IRON GATE WEALTH ADVISORS, LLC | IRON GATE WEALTH ADVISORS LLC

CRD#: 156453 / SEC#:

Ohio
Registered Investment Advisory firm - (1/10/2017 Approved)
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Contact information

Main Address
8560 South Avenue, Suite 2, Poland, OH 44514
Mailing Address
Phone number
(330) 953-1396
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts415
AUM (Assets Under Management)$ 135,000,000

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.

Company Information

IRON GATE WEALTH ADVISORS, LLC

CRD#: 156453Poland, OH 44514

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