Edward Gaskey

Current Employers

Employment History

• 05/1997 → 03/2020
  Ameriprise Financial Services, Inc.
  Pittsburgh, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Greensburg, PA

Other Businesses

Business Ownership; ECKL Holdings, LLC; Own, build, manage future commercial building that will be used for a future AMP office; The LLC will be used to simply hold future property(s); Not established yet, ,; Not Investment-Related; 05/01/2019; 0 hours per month; 0 during trading hours / Nightrain Properties, LLC; 50% Partner; LLC to hold Real Estate; 1026 New London Dr., , Greensburg, PA, 15601; Not Investment-Related; 08/05/2020; 1 to 9 hours per month; 0 during trading hours / ECKL, LLC; oversee operations of entity; Management/Admin/Marketing Firm to support my financial planning practice; 350 Red Fox Lane, , Ligonier, PA, 15658; Not Investment-Related; 07/01/2018; 1 to 9 hours per month; 0 during trading hours / Edward Gaskey; NA; Established EIN to pay staff.; 258 Frye Farm Rd, , Greensburg, PA, 15601; Investment-Related; 08/19/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Creating Your Next Chapter; Author of a book that will adhere completely to compliance policy 14.2.7. Book Authorship as an OBA Acknowledgement Form has been signed and submitted to RP for signature and will be uploaded to OFM once all parties have signed. Nature of the book and topics covered: The book is financial and educational in nature. It is written to help pre-retirees and retirees gain clarity about their financial situation before and during retirement. Topics covered include: retirement income planning, Social Security claiming strategies, pension optimization, Required Minimum Distributions (RMDs), Roth conversion strategies, inflation's impact on retirement purchasing power, the basics of tax diversification across pre-tax and post-tax accounts, estate planning concepts, long-term care considerations, insurance in retirement, spending and budgeting in retirement, and working during the early retirement bridge years. The book does not recommend specific products or investment strategies. All financial examples and scenarios are presented as general educational illustrations only, and readers are directed throughout to consult qualified professionals before making any financial decisions. A disclaimer to this effect appears on the copyright page and is reinforced throughout the text. Intended audience and distribution: The intended audience is individuals approaching retirement, generally in their fifties and sixties, who are seeking educational guidance on the retirement planning process. The book will be self-published through Amazon and distributed as a paperback and Kindle title. It may also be an educational resource and credibility-building tool, consistent with common practice among financial advisors who author books.; PO Box 635, , Ligonier, PA, 15658; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-26
• S63 Uniform Securities Agent State Law Examination
  1998-01-20