Neil Todd Gartner
CFP®Professional Summary
Neil Todd Gartner, CFP® is a registered financial advisor currently at GARTNER FINANCIAL ADVISORS located in Loveland, Ohio. Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Neil has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Business Services
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Cashflow & Budgeting
- Education Funding
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
GARTNER FINANCIAL ADVISORS | GARTNER, NEIL
Contact Information
Main Address
Mason, OHPhone Number
(513) 620-6598# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
39AUM (Assets Under Management)
$19,344,201Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/1/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Neil Todd Gartner's CRS (Customer Relationship Summary).
Services Offered by Neil
- Business Services
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Cashflow & Budgeting
- Education Funding
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