Gordon S. Nesbit

HURLOW WEALTH MANAGEMENT GROUP

Bloomington, IN 47401

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CRD#: 6828541

Professional summary

Gordon Scott Nesbit, CFP®, CIMA® is a registered financial advisor currently at HURLOW WEALTH MANAGEMENT GROUP, INC. located in Bloomington, Indiana.

Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gordon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Tax Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

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 Gordon Scott Nesbit's CRS (Customer Relationship Summary).

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: 2019

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 12, 2017 - Present

HURLOW WEALTH MANAGEMENT GROUP, INC.

Office #1: 3925 Hagan Street Suite 300, Bloomington, IN 47401

RIA

CRD#: 282587

Bloomington, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HURLOW WEALTH MANAGEMENT GROUP, INC.

CRD#: 282587 / SEC#: 801-107700

RIA

Registered Investment Advisory firm - (5/2/2016 Approved)

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
(7/12/2017)

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 65

Date: 7/12/2017

Uniform Investment Adviser Law Examination

Current Firm

HURLOW WEALTH MANAGEMENT GROUP, INC.

CRD#: 282587 / SEC#: 801-107700

RIA

Registered Investment Advisory firm - (5/2/2016 Approved)

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Contact information

Main Address

3925 Hagan St. Suite 300, Bloomington, IN 47401

Mailing Address

Phone number

(812) 333-4726

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,958
AUM (Assets Under Management)	$ 658,110,847

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.

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Gordon S. Nesbit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Scott Nesbit's CRS (Customer Relationship Summary).

Certified licenses

Experience

HURLOW WEALTH MANAGEMENT GROUP, INC.

Primary Firm SEC Registration

HURLOW WEALTH MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2017

Current Firm

HURLOW WEALTH MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HURLOW WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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