Gary Joseph Winschel

Current Employers

Employment History

• 07/2016 → Present
  Lpl Financial, Llc
  Erie, PA
• 07/2016 → Present
  Gladstone Wealth Partners
  Erie, PA

Previous Registrations

• 2004-01-01 → 2016-07-12
  Pnc Wealth Management Llc
  Erie, PA
  Linesville, PA
  Erie, PA
• 2003-06-13 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Erie, PA

Other Businesses

(1) 07/15/2016: Freedom Investment Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 100 State Street, Suite 420 Erie, PA 16507 - 160 Hr/Mo; 40 Hour(s) During Securities Trading; 100% Time Spent (2) 09/08/2016: Gladstone Institutional Advisory, LLC - Registered Investment Advisor - DBA: (Hybrid) Gladstone Institutional Advisory, LLC - Investment Related - Freedom Investment Management Group 100 State St Suite 420 Erie Pa 16507 - Start 07/15/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity on 9/8/16. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 09/08/2016: Gladstone Institutional Advisory Group - Registered Investment Advisor DBA - DBA: (Hybrid) Freedom Investment Management Group- Investment Related - Freedom Investment Management Group, 100 State St, Suite 420 Erie PA 16507 - Start 07/15/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity on 9/8/16. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 8/8/2018 - Sister's of ST. Joesph of Northwestern PA - Investment Related - 5031, West Ridge Road, Erie PA 16506-1249 - Non-Profit Board Member - Start Date:08/01/2018 - 1 Hours Per Month/0 Hours During Trading. (5) 2/23/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2020 - 2 Hours Per Month During Securities Trading - Primarily Life and LTC products. (6) 02/07/2024 - Millcreek Township School District - Non-Inv Related - Erie, PA - Other - Elected Official - Started: 12/4/2017 - 10 Hrs/Mo; 1 Hr During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-06
• S63 Uniform Securities Agent State Law Examination
  1991-01-29

Designations

Other Names

• Gary Joseph Winschel
• Gary John Winschel