Gayle A. Ross

FIAT WEALTH MANAGEMENT

Logansport, IN

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CRD#: 7498707

Professional summary

Gayle Ann Ross, who also goes by Gayle Ann Grabner, Gayle Ross, is a registered financial advisor currently at FIAT WEALTH MANAGEMENT located in Logansport, Indiana.

Gayle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gayle has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gayle Ann Grabner | Gayle Ross

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.

1.) Ross Financial Alliance, LLC Yes, it is investment related. 2611 High St/Logansport, IN 46947 Member Started January 2022 40 hours This is the business in which I will operate my advisory services through, including my insurance practice. 2.) LegalShield; Not Investment Related; Logansport, IN; Voluntary Employee Benefits; Sales/Business Solutions Specialist; Start Date 01/2014; Approx. 3 hours/month with 1 hour/month devoted during trading hours; Maintain existing groups if needed. Field calls and enroll people into plan when they inquire, collect residual income 3.) Ross Business Solutions; Not Investment Related; Logansport, IN; Exit Planning Consultant for Business Owners; Co-Owner; Start Date 01/2014; Approx. 6-10 hours/month with 3 hours/month devoted during trading hours; Assist co-owner with strategy, speak at trade shows, look for opportunities at networking events

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gayle Ann Ross'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®

None

Experience

Current

February 16, 2024 - Present

FIAT WEALTH MANAGEMENT

RIA

CRD#: 318201

Logansport, IN

Past

January 31, 2022 - October 6, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Logansport, 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".

FIAT WEALTH MANAGEMENT

FIAT WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA

Registered Investment Advisory firm - (2/18/2022 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
(2/16/2024)

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: 1/17/2022

Uniform Investment Adviser Law Examination

Current Firm

FIAT WEALTH MANAGEMENT

FIAT WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

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Contact information

Main Address

1905 Wayzata Blvd Suite 320, Wayzata, MN 55391

Mailing Address

Phone number

(952) 426-9116

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

FIAT WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 370,627,618

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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Gayle A. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gayle Ann Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIAT WEALTH MANAGEMENT

BROOKSTONE WEALTH ADVISORS, LLC

Primary Firm SEC Registration

FIAT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/17/2022

Current Firm

FIAT WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIAT WEALTH MANAGEMENT

TRUST BUT VERIFY

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