Alan Michael Gnoinski

Current Employers

Employment History

• 10/2012 → 11/2018
  United Planners' Financial Services Of America A Limited Partner
  Williamsville, NY
• 05/2013 → Present
  Lincoln Sparrow Advisors, Llc
  Williamsville, NY
• 03/2013 → Present
  Alan Gnoinski, Inc. Dba Amg Financial
  Williamsville, NY
• 11/2018 → 09/2023
  Sagepoint Financial, Inc.
  Williamsburg, NY
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Williamsville, NY
• 10/2023 → 09/2025
  Avantax Investment Services Inc.
  Williamsville, NY
• 10/2023 → 09/2025
  Avantax Advisory Services
  Williamsville, NY
• 10/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Williamsville, NY
• 02/2005 → Present
  Retirement Rescue Workshop
  Williamsville, NY
• 07/2005 → Present
  Rental Property
  Buffalo, NY
• 11/2018 → Present
  Office Sublease
  Williamsville, NY
• 10/2024 → Present
  Buffalo Bourdain Llc, Dba The Gnocchi Co.
  Buffalo, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Williamsville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-30 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Williamsville, NY

Other Businesses

1) ALAN GNOINSKI INC. DBA AMG FINANCIAL POSITION: shareholder NATURE: this entity pays business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2013 ADDRESS: 5920 Main Street, Williamsville NY 14221 DESCRIPTION: manage payroll, pay rent, pay office expenses and manage the corporate taxes 2) RENTAL PROPERTY POSITION: owner NATURE: I own a 3 unit townhouse building with tenants and collect rent checks INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2005 ADDRESS: 475 Ellicott Street, 403, Buffalo NY 14203 DESCRIPTION: collect rent checks, maintain the property, hire general contractors when needed 3) RETIREMENT RESCUE WORKSHOP POSITION: owner NATURE: Seminar or marketing DBA for the free educational seminars INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2005 ADDRESS: 5920 MAIN STREET, WILLIAMSVILLE NY 14221 DESCRIPTION: it is a seminar or marketing dba, associated with all educational seminars 4) OFFICE SUBLEASE POSITION: sublessee NATURE: I sublease our office building and i subsequently sublease the extra space to other people to reduce the overall office expense INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 5920 Main Street, Williamsville NY 14221 DESCRIPTION: write sublease contracts, collect rent checks, pay all the utilities related to the entire building write up monthly expense reports 5) RETIREMENT RED ZONE POSITION: Owner NATURE: Marketing DBA for retirement readiness and seminars that will go with it. DBA to market to Sports segment of Buffalo NY INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2024 ADDRESS: 5920 Main Street, Suite 200, Williamsville NY 14221DESC: Owner, Marketing and branding coordinator, 6) BUFFALO BOURDAIN LLC, DBA THE GNOCCHI CO. POSITION: owner NATURE: Food truck selling Gnocchi. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2024 ADDRESS: 475 Ellicott Street, 403, Buffalo NY 14203 DESC: to prep the food, run the truck and cook the food for the customers. 7) BEARINGSTONE WEALTH POSITION: Founding Partner NATURE: This new Company will be the name with which our newly formed branch will operate under. This branch represents the consolidation of Ken Uhlrich, John Ariola, Josh Heims and Myself INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/16/2024 ADDRESS: 5920 Main Street, Williamsville NY 14221 DESC: A large portion of financial representative duties and wealth management duties will be done under this flag 8) AMG FINANCIAL POSITION: owner NATURE: DBA for marketing purposes with regards to part of my broker dealer business. Started DBA in 2005 and a large portion of my clients know me as AMG Financial. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2005ADDRESS: 5920 Main Street, Williamsville NY 14221 DESCRIPTION: DBA of my registered representative business. all items associated with being a registered representative 9) LINCOLN SPARROW ADVISORS, LLC POSITION: Partner NATURE: we offer investment retirement and tax planning, investment management, portfolio management INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/20/2013 ADDRESS: 5920 Main Street, Williamsville NY 14221 DESCRIPTION: i meet with clients, do annual reviews, maintain, review, and trade on client accounts, review investment performance

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-10
• S63 Uniform Securities Agent State Law Examination
  2001-08-01

Other Names

• Alan Michael Gnoinski
• Alan M Gnoinski
• Alan Gnoinski