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GAINPLAN LLC
CRD 174427 · SEC 801-81166
800 W. LONG LAKE ROAD, SUITE 100, BLOOMFIELD HILLS, MI, 48302, United States
Phone
248.385.3737
Fax
248.385.3752
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$461.6M
Discretionary AUM
$397.4M
Team
12 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $62.5M |
| High net worth individuals | 186 | $328.7M |
| Pension/profit sharing plans | 17 | $64.2M |
States served
AZ, CA, LA, MI, NY, NC, OK, SC, VA, WV, TX, FL
All web addresses on file
- HTTP://WWW.GAINPLANNERS.COM/
- HTTPS://WWW.FACEBOOK.COM/GAINPLANNERS
- https://www.linkedin.com/in/erik-rothenhauser-730a986a/
- https://www.linkedin.com/in/jeffivory/
- https://www.linkedin.com/in/wayne-bell-warren-2013939
- https://www.linkedin.com/in/nicole-standen-cfp%C2%AE-crps%C2%AE-2806b953
- https://www.linkedin.com/in/patrick-nalepa-cfp%C2%AE-a8b6a0aa
- https://www.linkedin.com/company/9483706/admin/dashboard/
Official SEC filing: View on IAPD