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Founders Financial Securities LLC

CRD#5698491

Investment Advisor

in Lansing, MI

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About this Advisor

Robert Gentner is a certified financial planner who works in Lansing, Michigan with a total of 12 years of industry experience. Gentner is currently employed by Founders Financial Securities LLC. During their career, the advisor has held roles at T & G Financial Solutions, Inc, Founders Financial Securities LLC and Village Of Morrice. Gentner has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Michigan and Texas.Founders Financial Securities LLC is a registered investment firm that has its headquarters in Towson, MD. The firm has offices in 63 locations and a total of 138 employees. It oversees $2 billion in assets among its 16,137 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 25 charitable organizations. Of its 16,137 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services provided. Fees charged by Founders Financial Securities LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

801 S Waverly Road Suite 101

Lansing, MI 48917

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Founders Financial Securities LLC Brokerage Details

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Total Assets Under Management

$2,272,682,543

MI Average: $6,889,882,315

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Total Number of Employees

138

MI Average: 45

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Total Number of Accounts

16,137

MI Average: 765

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Average Account Size

$140,837

MI Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Robert Gentner Work History

Robert has been registered as a financial advisor for 12 years.*

2019 - Present (5 years)

T & G Financial Solutions, Inc

2011 - Present (13 years)

Founders Financial Securities LLC

2011 - 2018 (7 years)

T & G Financial Solutions, Inc

2007 - 2016 (9 years)

Village Of Morrice

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Gentner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Founders Financial Securities, LLC

Emily Mascio
Finksburg, MD

Matthew Kradel
Martinsburg, WV

Lisa Spitler
Brighton, MI

Bruce Cain
Anderson, IN

Brian Zabora
Towson, MD

Kimberly Stewart
Delaware, OK

Andrew Douglas
Newark, DE

Michael Deferro
Towson, MD

Learn more about Founders Financial Securities, LLC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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About Me

I am an experienced financial professional with a deep understanding of the investment advisory industry. I have a strong background in financial planning, portfolio management, and investment advisory services. Throughout my career, I have worked with various financial firms and have gained firsthand experience in providing financial advice and managing client assets.

Founders Financial Securities LLC Overview

Founders Financial Securities LLC is a registered investment firm headquartered in Towson, MD, and operates in 63 locations with a total of 138 employees. The firm oversees $2 billion in assets across 16,137 customer accounts, making it one of the largest firms in the nation by assets under management. Founders Financial Securities LLC offers a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm's fee structure includes asset-based, hourly, and fixed fees.

Certifications and Registrations

  • Series 63
  • Series 66
  • CERTIFIED FINANCIAL PLANNER™

Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Fee Structure

  • Percentage of Assets
  • Hourly Charges
  • Subscription Fees
  • Fixed Fees

Office Location

801 S Waverly Road Suite 101, Lansing, MI 48917

Advisor Details

  • Robert Gentner
    • Certified financial planner with 12 years of industry experience
    • Employed by Founders Financial Securities LLC
    • Holds Series 63 and Series 66 licenses
    • Currently working in Lansing, Michigan

Brokerage Details

  • Total Assets Under Management: $2,272,682,543
  • Total Number of Employees: 138
  • Total Number of Accounts: 16,137
  • Average Account Size: $140,837
  • Investment Advisory Services offered

Founders Financial Securities, LLC Financial Advisors

  • Emily Mascio Finksburg, MD
  • Matthew Kradel Martinsburg, WV
  • Lisa Spitler Brighton, MI
  • Bruce Cain Anderson, IN
  • Brian Zabora Towson, MD
  • Kimberly Stewart Delaware, OK
  • Andrew Douglas Newark, DE
  • Michael Deferro Towson, MD

Kindly note that the content in this profile was updated by SmartAsset on 4/16/2023, and all advisor details come from publicly available data. Due diligence is necessary when looking for an advisor. If you need to have your profile removed, please contact profile-compliance@smartasset.com.

If you have any more questions or need further assistance, feel free to ask!

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