Gainplan LLC

Erik Rothenhauser is a financial advisor at Gainplan LLC with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Liberty Mutual for seven years and Farm Bureau for one year. Outside of advisory work, he is licensed as an insurance agent and is involved in the sale of insurance products on a limited basis. Gainplan LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, retirement plan consulting, and business consulting services. The firm employs proprietary factor-based models for investment decisions and manages risk actively through rebalancing and model adjustments.

David Martin is a financial advisor at Gainplan LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Gainplan since 2015. Gainplan LLC serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and business consulting services. The firm employs proprietary factor-based models for tactical and strategic allocations and actively manages risk through regular rebalancing and model adjustments.

Jeffrey Ivory is a CFP® with 17 years of industry experience, currently serving as an advisor at Gainplan LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial classes for individuals transitioning from their current employers and is involved in the sale of non-variable insurance products, including life, long-term care, and health insurance. Gainplan LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, retirement plan consulting, and business consulting services. The firm manages approximately $478 million in assets and employs proprietary factor-based models to guide tactical and strategic investment decisions across various securities, with active risk management and the use of derivatives and leverage in select strategies.

Nicole Standen is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Gainplan LLC since 2017. Prior to Gainplan, she worked at CIG Asset Management, Inc., CIG Securities, Inc., and CIG Capital Advisors from 2015 to 2017. She is also licensed to sell life, accident, and health insurance. Gainplan LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, retirement plan consulting, and business consulting services. The firm uses proprietary factor-based models combining multiple analyses to construct tactical and strategic allocations and manages risk actively through regular rebalancing and model adjustments.

Wayne Bell Warren is a financial advisor at Gainplan LLC in Bloomfield Hills, MI, with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he is a Michigan bar licensed attorney who primarily provides referrals to other attorneys. Gainplan LLC serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by offering asset management, financial planning, retirement plan consulting, and business consulting services. The firm uses proprietary factor-based models to guide investment decisions and employs active risk management strategies across a diverse range of securities.

Kipatrick Mrkva is a CFP® with 27 years of industry experience, currently serving at Gainplan LLC since 2020. He previously worked at LPL Financial, LLC for 16 years. His other business activities include outside sales of non-variable insurance. Gainplan LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, retirement plan consulting, and business consulting services. The firm uses proprietary factor-based models to guide investment decisions and manages risk actively through regular portfolio adjustments.

Patrick Nalepa is a CFP® professional with three years of industry experience, currently serving at Gainplan LLC. His career includes roles at Gainplan since 2016 and a position at Hillsdale College from 2019 to 2022. Gainplan LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, retirement plan consulting, and business consulting services. The firm employs proprietary factor-based models for tactical and strategic asset allocation, managing risk through active rebalancing and model adjustments.

Benjamin Klamo is a CFA® charterholder with 15 years of industry experience. He has been with Gainplan LLC since 2015, where he is part of a nine-advisor team based in Bloomfield Hills, MI. Gainplan LLC serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, retirement plan consulting, and business consulting services. The firm uses proprietary factor-based models combining various analyses to guide tactical and strategic allocations and actively manages risk through regular rebalancing and model adjustments.