Brennan
Gmeiner
Turning Point Financial
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About this Advisor
Brennan Gmeiner is a financial advisor based in Frederick, Maryland, working with Turning Point Financial. Brennan has previously held positions at Raymond James, Raymond James Financial Services, Inc, State Farm Insurance, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Purshe Kaplan Sterling Investments, Inc, and Turning Point Financial. Brennan has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Brennan is part of Turning Point Financial, which operates out of Frederick, Maryland. The firm has 1 office and 18 employees. The firm manages assets totaling $310.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Turning Point Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turning Point Financial Brokerage Details
$310,006,374
18
1,836
$168,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brennan Gmeiner Work History
Turning Point Financial
Purshe Kaplan Sterling Investments, Inc
Raymond James Financial Services, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Raymond James
State Farm Insurance
Disclosures
Please visit the SEC profile of Brennan Gmeiner 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 Turning Point Financial
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
Camp Hill, PA
Frederick, MD
Frederick, MD
Frederick, MD
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