Gabriel Phillips (CRD# 7231533) is an Investment Advisor Representative working at Meeder Public Funds, Inc. in Dublin, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meeder Investment Managment, Inc. | Dublin, OH | Jun 2022 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Columbus, OH | Apr 2021 - Jun 2022 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2020 - Jun 2022 | 2 |
| Student | Cincinnati, OH | Aug 2017 - May 2021 | 3 |
| University Of Cincinnati | Cincinnati, OH | Nov 2017 - Apr 2020 | 2 |
| Gioffre Companies | Dublin, OH | May 2019 - Aug 2019 | < 1 |
| Student Painters | Shelby Charter Twp, MI | Jan 2018 - Aug 2018 | < 1 |
| City Of Delaware | Delaware, OH | May 2017 - Aug 2017 | < 1 |
| Ralph Lauren | Sunbury, OH | Nov 2016 - May 2017 | < 1 |
| Student | Delaware, OH | Aug 2013 - May 2017 | 3 |
| Unemployed | Delaware, OH | Aug 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- OH
-
Total Assets Under Management54,569MILLIONS
-
Total Number of Accounts741ACCOUNTS
-
Average Account Value$73,643,018
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, HI, ID, IL, IN, KY, LA, ME, MI, MN, MO, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.