Gds Wealth Management
At GDS Wealth Management, our goal is to provide our clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of financial advisors is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help them reach their lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also on the role these decisions play in the bigger picture. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to determine that you’re happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice. To view all firm disclosures and material risks, please visit:
7-day free trial · no credit card
Verified contacts
41
available on Kipplo
LinkedIn employees
45
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
136
organic / mo
Sign up free to see all 41 verified contacts at Gds Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- JL
Jerry Li
Managing Director of Enterprise Operations · General Business & Management
EmailPhone - JD
Joan Doan
Marketing Director · Advertising & Marketing
EmailPhone - KT
Kelly Turner
Financial Advisory Supervisor · Other
EmailPhone - AS
Alex Schremmer
Financial Planner · Finance & Accounting
EmailPhone - JD
Jordan D. Kast
Financial Planner · Finance & Accounting
EmailPhone - MM
Mattison Medelline
Client Associate · Customer/Client Service
EmailPhone - RC
Robert Casey
Financial Planner · Finance & Accounting
EmailPhone - TA
Tim Allin
Financial Planner · Finance & Accounting
EmailPhone - JS
Jesse Swartz
Salesforce & Hubspot Administrator · Other
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Gds Wealth Management
17 distinct titles indexed · top 10 shown.
- 16financial planner
- 3client associate
- 2director of trading
- 2office coordinator
- 1()
- 1director of operations
- 1financial advisor
- 1financial advisory supervisor
- 1financial planning and analysis intern
- 1full charge bookkeeper
- +7more titles
Sign up to unlock all 41 contacts at Gds Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 41 verified contacts at Gds Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.