Gary
Ward
Belpointe Asset Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gary Ward is a financial advisor based in Enid, Oklahoma with a total of 6 years of relevant experience. Ward is on the advisory team at Belpointe Asset Management LLC. Over the course of their career, they have held roles at Sole Proprietor, Voya Financial Advisors, Inc, Northwest Wealth Management, LLC, Belpointe Asset Management, LLC and Belpointe Insurance, LLC. Ward has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Oklahoma. Belpointe Asset Management LLC is a registered investment firm based in Reno, NV. The firm has offices in 95 locations and a total of 226 employees. It manages $4 billion in assets between its 16,063 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 16,063 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. Belpointe Asset Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on which services are offered. Fees billed by Belpointe Asset Management LLC may include some combination of 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.
Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gary Ward Work History
Gary has been registered as a financial advisor for 6 years.*
Belpointe Asset Management, LLC
Belpointe Insurance, LLC
Northwest Wealth Management, LLC
Voya Financial Advisors, Inc
Sole Proprietor
*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 Ward 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 Belpointe Asset Management LLC
Charlotte, NC
Reno, NV
Reno, NV
Haddon Heights, NJ
Towanda, PA
Reno, NV
Danville, CA
Milwaukee, WI
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.
