Gimbal Financial, LLC
Gimbal Financial, LLC (CRD# 159003) is a financial advisory firm headquartered in Carmel, IN. They manage $92,849,609 in 296 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management93MILLION
Total Number of Accounts296ACCOUNTS
Average Account Value$313,681
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IL, IN, KY, OH, TX
Douglas Shrieve (CRD# 3159316) is an Investment Advisor Representative working at Gimbal Financial, LLC in Carmel, IN and has over 20 years of experience in the finance industry.
Keith Tyner (CRD# 1542622) is an Investment Advisor Representative working at Gimbal Financial, LLC in Carmel, IN and has over 33 years of experience in the finance industry. Keith Tyner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.