Advisor at Global Planning Stewards LLC
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Firm
Global Planning Stewards LLC
Location
Baton Rouge, LA 70809
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Gary Haindel is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial industry. He is the principal of Global Planning Stewards LLC, an independent advisory firm he founded in 2017. Haindel has also held positions at StoneX Securities Inc and Multi Financial Securities Corporation. He serves as an officer of the Kiwanis Club of Baton Rouge, a community service organization supporting underprivileged children. Global Planning Stewards LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering tailored investment strategies that include long- and short-term trading and various asset classes.
Based on Global Planning Stewards LLC
Financial planning fixed fees negotiated between $100 and $2,500.
$0 - $2,499,999: 2.00% $2,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Commission compensation for sale of investment and insurance products by Gary Paul Haindel as a registered representative and insurance agent.
8550 United Plaza Blvd, Ste 702
Baton Rouge, LA 70809
Florida · Louisiana · Texas
Global Planning Stewards LLC
2017 - Present (9 years)
StoneX Securities Inc
2015 - Present (11 years)
Multi Financial Securities Corporation
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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