Robert Daniel Maring

Employer firm

Gladstone Wealth Partners CRD 250787

$5.68B regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Lpl Financial, Llc
  Erie, PA
• 12/2015 → Present
  Gladstone Wealth Partners
  Erie, PA

Previous Registrations

• 2015-01-12 → 2015-12-23
  Good Life Advisors, Llc
  Warren, PA
  Celebration, FL
  Erie, PA
• 2004-01-01 → 2015-01-05
  Pnc Wealth Management Llc
  Erie, PA
  Warren, PA
  North East, PA
  Erie, PA
  Warren, PA
  Warren, PA
  Youngsville, PA
  Warren, PA
• 2003-06-09 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Waterford, PA

Other Businesses

1. 2/17/2015: FREEDOM INVESTMENT MANAGEMENT GROUP - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STARTED 02/04/2015 - 160 HOURS PER MONTH/8 HOURS DURING SECURITIES TRADING - SOLICIT AND TRANSACT LPL SECURITIES BUSINESS. 2. 12/14/2015: Gladstone Institutional Advisory LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 12/04/2015 - 160 Hours Per Month During Securities Trading. 3. 12/14/2015: Gladstone Institutional Advisory LLC - DBA: (Hybrid) Freedom Investment Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/04/2015 - 160 Hours Per Month/80 Hours During Securities Trading. 4. 1/11/2017 - Robert D Maring DBA Freedom Investments - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/16/2016 - 20 Hours Per Month/4 Hours During Securities Trading - Business entity for tax purposes - Robert D Maring DBA Freedom Investments. 5. 1/20/2021 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/01/2020 - 2 Hours Per Month During Securities Trading. 6. 03/05/2026 - FIMG Holdings Inc LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/09/2026 - 160 hours per month/ during trading 7. 03/09/2026 - FIMG Intermediate LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/05/2026 - 2 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-04
• S63 Uniform Securities Agent State Law Examination
  2002-05-29