Global Planning Stewards LLC

Global Planning Stewards LLC (CRD# 286135) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $57,525,803 in 267 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA 70809
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $215,452
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Global Planning Stewards LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Haindel, financial advisor Baton Rouge LA
Gary P. Haindel
CRD#: 2336360
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA 70809

Gary Haindel (CRD# 2336360) is an Investment Advisor Representative working at Global Planning Stewards LLC in Baton Rouge, LA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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