Gary
Preisser
Kinetic Investment Management, Inc
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About this Advisor
Gary Preisser is a financial advisor who works out of Los Angeles, California with 1 year of relevant experience. Preisser works at Kinetic Investment Management, Inc. Over the course of their career, they have held roles at World Financial Group, Gary Preisser, Inc, Transamerica Financial Advisors, Inc, Wandisco, Inc, Eqis Capital Management, Inc, Ae Wealth Management, LLC, Oxford Advisory Group, LLC, Sensiba San Filippo, Polley Wealth Management LLC, Stonebriar Financial, Oxford Advisory, Borgstrom Accountancy Corp, Usa Financial Securities and Kinetic Investment Management, Inc. Preisser has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Kinetic Investment Management, Inc is an advisory company operating out of Los Angeles, CA. The firm has offices in 18 locations and a total of 22 people on staff. It administers $249 million in assets across its 2,409 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,409 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services are offered. However, fee types charged by Kinetic Investment Management, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kinetic Investment Management, Inc Brokerage Details
$249,308,919
22
2,409
$103,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gary Preisser Work History
Gary has been registered as a financial advisor for 1 years.*
Kinetic Investment Management, Inc
Stonebriar Financial
Borgstrom Accountancy Corp
Polley Wealth Management LLC
Gary Preisser, Inc
Ae Wealth Management, LLC
Oxford Advisory
Eqis Capital Management, Inc
Usa Financial Securities
Oxford Advisory Group, LLC
Transamerica Financial Advisors, Inc
Transamerica Financial Advisors, Inc
Wandisco, Inc
World Financial Group
Sensiba San Filippo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Preisser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kinetic Investment Management, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Glendale, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
