Alan D Gortmaker

Financial advisor at Benjamin F. Edwards & Company, Incorporated

Last updated 2026-10-10

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Alan D Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Incorporated, CRD 6875176. Licenses and exams on the registration: Series 66. IAPD registration began 2018-03-12.

Registration

CRD number
6875176
Registration status
Active
IAPD registration
2018-03-12
Industry Experience
8 years
Work Experience
22 years
States registered
MI

Licenses and exams

  • Series 66

Work history

  • 2017-11 to 2023-11 · Edward Jones · St. Louis, MO
  • 2004-10 to 2017-10 · Allergan Pharmaceuticals · Irvine, CA
  • 2023-11 to Present · Benjamin F. Edwards · Grand Rapids, MI

Current employment

SEC IAPD record for Alan D Gortmaker

Benjamin F. Edwards & Company, Incorporated

Regulatory AUM
$18,915,206,310
Registered advisors
518
Offices
222
Clients per advisor
63.8 (Moderate)
Average AUM per client
$572.2K (Low)
High-net-worth client ratio
0.7% (Low)

Benjamin F. Edwards & Company, Incorporated: advisors, services and reported ETF investments

About

Alan D Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Inc., operating as Benjamin F. Edwards & Company, Incorporated. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 22 years of reported work history.

Benjamin F. Edwards & Company, Incorporated's firm-level Form ADV reports 518 advisors across 222 offices; approximately 63.8 clients per advisor, average assets per client of $572,200, and regulatory AUM of $18.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Benjamin F. Edwards & Company, Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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