Jeffrey
Gasaway

Asset Management Strategies, Inc

CRD#5257740
Investment Advisor
in Lafayette, IN

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About this Advisor

Jeffrey Gasaway is a financial advisor operating in Lafayette, Indiana, with a total of 6 years of industry experience. Gasaway is currently employed by Asset Management Strategies, Inc. During their career, the advisor has held roles at Edward Jones, Lpl Financial LLC, Good Life Advisors, LLC and Center For Wealth Planning Advisors, Inc. Gasaway holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Asset Management Strategies, Inc is a registered investment business that has its headquarters in Indianapolis, IN. The firm has offices in two locations and a total of eight employees. It handles $147 million in total assets among its 1,767 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically depend on the financial services. However, fee types charged by Asset Management Strategies, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Saw Mill Road Suite 3300
Lafayette, IN 47905

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Asset Management Strategies, Inc Brokerage Details

Total Assets Under Management

$146,885,632

IN Average: $1,347,246,178
Total Number of Employees

8

IN Average: 46
Total Number of Accounts

1,767

IN Average: 1,775
Average Account Size

$83,127

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeffrey Gasaway Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Center For Wealth Planning Advisors, Inc

2015 - Present (9 years)

Lpl Financial LLC

2015 - 2016 (1 year)

Good Life Advisors, LLC

2012 - 2015 (3 years)

Edward Jones

*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 Jeffrey Gasaway 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 Asset Management Strategies, Inc

Michael Richardt
Lafayette, IN
John Horner
Indianapolis, IN
Jeffrey Gasaway
Lafayette, IN
Jason Gregory
Lafayette, IN
Loyd Timmons
Frankfort, IN
Matthew Lux
Indianapolis, IN
Danny Powell
Indianapolis, IN
Joyce Smith
Lafayette, 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.

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