Gary
Franklin

Wealthcare Asset Management, LLC

CRD#7702582
Investment Advisor
in Springfield, MO

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About this Advisor

Gary Franklin is a financial advisor based in Springfield, Missouri, working with Wealthcare Asset Management, LLC. Gary has previously held positions at Wealthcare Asset Management, LLC, S.F. Investments Group, LLC, United Poly Systems, LLC, and Hawthorn Bank. Gary has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Gary is part of Wealthcare Asset Management, LLC, which operates out of Springfield, Missouri. The firm has 3 employees and manages assets totaling $131.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Wealthcare Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

2847 S. Ingram Mill Road Suite B102
Springfield, MO 65804

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Wealthcare Asset Management, LLC Brokerage Details

Total Assets Under Management

$131,496,889

MO Average: $11,469,110,461
Total Number of Employees

3

MO Average: 458
Total Number of Accounts

749

MO Average: 33,415
Average Account Size

$175,563

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Gary Franklin Work History

2023 - Present (1 year)

Wealthcare Asset Management, LLC

2020 - 2023 (3 years)

S.F. Investments Group, LLC

2017 - 2020 (3 years)

United Poly Systems, LLC

2013 - 2017 (4 years)

Hawthorn Bank

Disclosures

Please visit the SEC profile of Gary Franklin 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 Wealthcare Asset Management, LLC

Gary Franklin
Springfield, MO
Eric Burlison
Springfield, MO
James Watts
Springfield, MO
Ronald Roberts
Springfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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