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Mini brent gilmore
Step Up Wealth Management
Dublin, OH

Brent Gilmore

AIF®, ChFC®, CRC®
To provide ongoing peace of mind and confidence in your plan based on fiduciary principles

Meet Brent

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Introduction - Brent Gilmore
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Building Liquidity to Your Portfolio - Brent Gilmore
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Making Your Investments Work Harder for You - Brent Gilmore
Video Transcripts

I have been in the financial planning industry for almost 30 years. I have worked for both captive and independent planning firms and have come to know that client needs take precedence over captive company or wire house proprietary products. That is why I have selected an independent hybrid broker dealer for my firm that puts client needs first. United Planners Financial Services allows me and my company, Step Up…

I have been in the financial planning industry for almost 30 years. I have worked for both captive and independent planning firms and have come to know that client needs take precedence over captive company or wire house proprietary products. That is why I have selected an independent hybrid broker dealer for my firm that puts client needs first. United Planners Financial Services allows me and my company, Step Up Wealth Management, LLC, to utilize open architecture and independent money management in our planning and software to address client needs.

United Planners is majority owned by the limited partners of the broker dealer of which I am one. This provides stability and client oriented thinking in our planning and strategies. I maintain my Chartered Financial Consultant and Chartered Life Underwriter designations as well as my Certified Retirement Counselor designation. I am also an Accredited Investment Fiduciary. My focus is on individuals and small business owners with wealth accumulation, preservation and retirement planning as the focus.

I am married to my best friend and partner of 32 years, have 2 wonderful married adult children and enjoy golf, bowling and travel.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Estate Planning
Insurance Management
Alternative Investments
Personal Lending
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Fee & Commission
Hourly

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CRC® - Certified Retirement Counselor®
CLU® - Chartered Life Underwriter®
AIF® - Accredited Investment Fiduciary®

Education

Bachelors
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