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Neal Phillip Engwall

G. A. Repple & Co.

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About Neal Phillip Engwall

Neal Phillip Engwall is a financial professional with over 30 years of experience in the industry. Neal is currently registered with G. A. Repple & Co. in Florida, North Carolina and Washington. Neal has previously worked with ONEAMERICA SECURITIES, INC. and THRIVENT INVESTMENT MANAGEMENT INC.. Neal holds Series 6, 7, 24, 65 and 66 securities licenses. Neal is also a Certified Financial Planner and Chartered Financial Consultant. Neal has experience in various investment areas including financial planning, portfolio management, and educational seminars. Neal is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.

Firm Information

Neal Engwall is currently registered with G. A. Repple & Co.. G. A. Repple & Co. is a Florida-based corporation registered as an investment adviser with the SEC and 51 state regulators. Formed in 1985, the firm offers financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and publication of periodicals. They manage approximately $612 million in assets for 3,487 accounts.
G. A. Repple & Co.

101 NORMANDY ROAD

CASSELBERRY, FL 32707

$612.87M

Assets Under Management

Not reported

Total Clients

49

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Third party asset management, services

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Neal Engwall’s Registration & Firm History

FL

01/06/2025 - Present

G. A. Repple & Co. (SAINT PETERSBURG FL)

FL

01/23/2003 - 12/31/2009

ONEAMERICA SECURITIES, INC. (ST PETERSBURG FL)

MN

07/13/1988 - 12/20/2002

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/03/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/25/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/11/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Neal Phillip Engwall. Review regulatory record here.
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