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Did You Know? Part II

  • Jeffrey Ivory is a CFP® professional
  • Thaddeus Schlaud is a CFP® professional
  • Chad Wotton is a CFP® professional
  • Nicole Standen is a CFP® professional
  • Orion is preferred by our clients as the tool to track investment performance:
    • Please feel free to contact your relationship manager if you have any difficulty logging in
  • All Gainplan employees have the ability to work remotely
  • Dave Martin, our Chief Investment Officer, has several pet tarantulas
  • Gainplan team employees have a combined 16 children
  • Gainplan services clients across the country
  • Most Fidelity account paperwork and Gainplan agreements may now be signed electronically
  • We are now utilizing a new scheduling software to schedule your next meeting:
    • You will receive an email with a link containing meeting times that are available, which will update in real time
    • WebEx meetings are available for those who are unable to commute to the office during meeting hours
So, how did you do, did you know all of these Gainplan facts? Keep an eye out for more about us in next month’s blog.

Gainplan LLC is a Registered Investment Adviser. This blog is solely for informational purposes and not a solicitation to invest. Advisory services are only offered to clients or prospective clients where Gainplan LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gainplan LLC unless a client service agreement is in place. Please contact a financial advisory professional before making any investment.

Gainplan LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Gainplan LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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