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Gweneth Kay Gosselink

MILES CAPITAL, INC.·WEST DES MOINES, Iowa
SIE, Series 6, Series 7, Series 24, Series 28, Series 63, Series 99TOClean recordMILES CAPITAL, INC.
1415 28TH STREET, WEST DES MOINES, IA 50266-1461CRD# 2569618Firm CRD# 105376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gweneth Kay Gosselink · WEST DES MOINES, IA
Registration
CRD #2569618 · MILES CAPITAL, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MILES CAPITAL, INC.
CRD 105376 · SEC 801-17430
AUM
$1.5B
Regulatory assets under management
Employees
13
75 client accounts
Services offered by MILES CAPITAL, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Gweneth Kay Gosselink offer?
Gweneth Kay Gosselink specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Gweneth Kay Gosselink's credentials?
Gweneth Kay Gosselink is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gweneth Kay Gosselink located?
Gweneth Kay Gosselink is based in WEST DES MOINES, Iowa, working with MILES CAPITAL, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Gweneth Kay Gosselink charge for services?
Gweneth Kay Gosselink'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 MILES CAPITAL, INC.?
MILES CAPITAL, INC. has approximately 13 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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