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Brennan Ambrose Gmeiner

Turning Point Financial

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About Brennan Ambrose Gmeiner

Brennan Ambrose Gmeiner is a financial advisor at Turning Point Financial. Brennan has been working in the financial services industry since 2015, holding a Series 7, Series 66, and SIE license. Brennan is registered in Maryland, having previously worked at Purshe Kaplan Sterling Investments, Cambridge Investment Research, Inc., and Raymond James Financial Services, Inc. Brennan's background includes experience in both investment advising and insurance, including experience with real estate and rental properties. Brennan specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Brennan Gmeiner is currently registered with Turning Point Financial. Turning Point Financial is an investment advisor based in Frederick, MD with $310 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Turning Point Financial has 14 investment advisory functions and primarily serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Turning Point Financial

7210 CORPORATE CT.

FREDERICK, MD 21703

$310.01M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brennan Gmeiner’s Registration & Firm History

MD

07/16/2019 - Present

Turning Point Financial (FREDERICK MD)

MD

07/15/2019 - 01/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Frederick MD)

MD

08/17/2015 - 07/23/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (FREDERICK MD)

PA

02/09/2015 - 07/20/2015

RAYMOND JAMES FINANCIAL SERVICES, INC. (GLENSIDE PA)

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Licenses & Designations

BOTH

Issued 04/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brennan Ambrose Gmeiner.
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