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Gainplan LLC

Email address and contacts

Quick try with Chad Wotton from gainplanners.com

Gainplan LLC company description

Gainplanners deliver comprehensive, strategic financial consulting, risk assessment, and asset management services, with our clients’ goals in mind. What does this mean? We serve as your personal Chief Financial Officer. We help you put into words what kind of life you want for yourself and your family. Then, we work with you determine what decisions you need to make to get there.

Key Employees

  • Chad Wotton
    Relationship Manager
  • Thaddeus Schlaud Cfp
    Partner, Wealth Advisor
  • Jeff Ivory, CFP
    Chief Executive Officer

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New team members of Gainplan LLC

David Martin
Chief Investment Officer
Wayne Warren
Chief Compliance Officer
Benjamin Klamo
Asset Management
Randy Bonam
Director of Operations
Ben Klamo
Asset Management
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