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Steven Charles Gilbert

Steven C. Gilbert

GILBERT WEALTH
Fort Wayne, IN
Some features on this profile are disabled
CRD#: 6320340
Steven Charles Gilbert

Professional summary

Steven Charles Gilbert, CFP®, who also goes by Steven Gilbert, is a registered financial advisor currently at GILBERT WEALTH located in Fort Wayne, Indiana.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Steven has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Tax Planning
Debt Management
Employee and Employer Plan Ben...
Investment Planning
Small Business Planning
Retirement Income Management
Comprehensive Financial Planni...
Social Security Planning
Education Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Fixed Fee (Subscription, Retai...
Real Estate Investments
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

Steven Gilbert

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 Steven Charles Gilbert'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: 2017

Experience

Current

October 7, 2021 - Present

GILBERT WEALTH

RIA
CRD#: 317073
Fort Wayne, IN
Past

July 29, 2021 - October 7, 2021

CX INSTITUTIONAL, LLC

RIA
CRD#: 292627
AUBURN, IN
Past

June 18, 2014 - July 22, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FORT WAYNE, IN
Past

May 16, 2014 - July 22, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
FORT WAYNE, IN

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
(10/7/2021)
IAR
Texas
(1/6/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2014
General Securities Representative Examination

Current Firm

GILBERT WEALTH
GILBERT WEALTH
GILBERT WEALTH

CRD#: 317073 / SEC#:

Indiana
Registered Investment Advisory firm - (10/7/2021 Approved)
Texas
Registered Investment Advisory firm - (1/4/2022 Conditional Restricted)
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Contact information

Main Address
Fort Wayne, IN
Mailing Address
Phone number
(260) 267-5531
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts68
AUM (Assets Under Management)$ 15,682,785

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

GILBERT WEALTH

GILBERT WEALTH

CRD#: 317073Fort Wayne, IN

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