David
Gilreath
Sheaff Brock Investment Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Gilreath is a certified financial planner operating out of Indianapolis, Indiana who has 23 years of industry experience. Gilreath is an advisor for Sheaff Brock Investment Advisors, LLC. During their career, the advisor has held roles at Sheaff Brock Investment Advisors, LLC, Innovative Portfolios LLC, Salzinger Sheaff Brock, LLC, Sellery Portfolio Management, LLC, Trust Advisors, LLC, Innovative Portfolios, LLC and Sbauer Funds, LLC. Gilreath holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana, Iowa, Louisiana and Texas. Sheaff Brock Investment Advisors, LLC is a financial advisory business based out of Indianapolis, IN. It manages $1 billion in assets between its 2,021 accounts, making it one of the larger firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 2,021 customer accounts, 36% are held by high-net-worth individuals who have at least $1 million in assets. Sheaff Brock Investment Advisors, LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which services are provided. Fees charged by Sheaff Brock Investment Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sheaff Brock Investment Advisors, LLC Brokerage Details
$1,049,676,930
25
2,021
$519,385
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Gilreath Work History
David has been registered as a financial advisor for 23 years.*
Trust Advisors, LLC
Innovative Portfolios LLC
Salzinger Sheaff Brock, LLC
Sbauer Funds, LLC
Sheaff Brock Investment Advisors, LLC
Sheaff Brock Investment Advisors, LLC
Innovative Portfolios, LLC
Sellery Portfolio Management, LLC
Salzinger Sheaff Brock, LLC
Sbauer Funds, LLC
*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 David Gilreath 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 Sheaff Brock Investment Advisors, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.