Unclaimed Profile

Keith Alan Tyner

GIMBAL FINANCIAL, LLC·CARMEL, Indiana

SIE, Series 4, Series 7, Series 24, Series 53, Series 63Clean record29 years registeredGIMBAL FINANCIAL, LLC

620 N. RANGELINE ROAD, CARMEL, IN 46032CRD# 1542622Firm CRD# 159003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keith Alan Tyner · CARMEL, IN

Registration

CRD #1542622 · GIMBAL FINANCIAL, LLC · 29 years registered

Brand Profile

Not yet started

Career History

GIMBAL FINANCIAL, LLC

Oct 2011 – present

LPL FINANCIAL LLC

Jun 1997 – Jun 2013

CARMEL, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · June 6, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIMBAL FINANCIAL, LLC

CRD 159003 · SEC 801-110875

AUM

$210M

Regulatory assets under management

Employees

718 client accounts

Services offered by GIMBAL FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GIMBAL FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Keith Alan Tyner offer?

Keith Alan Tyner specializes in Investment Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.

What are Keith Alan Tyner's credentials?

Keith Alan Tyner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Alan Tyner located?

Keith Alan Tyner is based in CARMEL, Indiana, working with GIMBAL FINANCIAL, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Keith Alan Tyner charge for services?

Keith Alan Tyner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIMBAL FINANCIAL, LLC?

GIMBAL FINANCIAL, LLC has approximately 5 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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