Stephen T. Gentzler
Professional summary
Stephen Todd Gentzler, CFP®, who also goes by Stephen Gentzler, is a registered financial advisor currently at ABOUND WEALTH MANAGEMENT, LLC located in Franklin, Tennessee.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephen has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Todd Gentzler's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
January 5, 2024 - Present
ABOUND WEALTH MANAGEMENT, LLC
Office #1: 317 Main Street Suite 201, Franklin, TN 37064January 4, 2021 - August 10, 2022
COMMONWEALTH FINANCIAL NETWORK
January 9, 2015 - November 20, 2020
PAULSON WEALTH MANAGEMENT INC.
Primary Firm SEC Registration
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2024)
Current Firm
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,104 |
| AUM (Assets Under Management) | $ 1,391,082,443 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 12/14/2023 | ||
| 01/30/2023 |
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.
