Addison G. Fluent

IRON GATE WEALTH ADVISORS

Poland, OH 44514

Some features on this profile are disabled

CRD#: 4381264

Professional summary

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

Current

January 10, 2017 - Present

PREMIER WEALTH MANAGEMENT, LLC

Office #1: 8560 South Avenue, Poland, OH 44514

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.

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)

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: 6/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/2001

General Securities Representative Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	415
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.

Similar Advisors

Edward Carpenter

UNION CAPITAL COMPANY

IAR

Lake Placid, FL

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

Susan Miller

SLATEN WEALTH MANAGEMENT

IAR

Anaheim, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Addison G. Fluent

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Addison G. Fluent III's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRON GATE WEALTH ADVISORS, LLC

PREMIER WEALTH MANAGEMENT, LLC

IRON GATE WEALTH ADVISORS, LLC

PREMIER WEALTH MANAGEMENT, LLC

NATCITY INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2001

Series 7

Date: 5/8/2001

Current Firm

IRON GATE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IRON GATE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors