G. A. Repple & Company logo

G. A. Repple & Company

Updated today

Client assets under management

$684,200,344

Clients

3,139

0% high-net-worth

Advisors

34

of 53 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

92

High

Average account size

$217,968

About

G. A. Repple & Company provides investment advisory and financial planning services to a mix of retail individuals (the majority are not high‑net‑worth), employer‑sponsored retirement plans, trusts, estates, and corporate entities. The firm offers discretionary and non‑discretionary portfolio management, access to third‑party asset managers, retirement plan advisory, and financial planning and education services.

Advisory Representatives develop individualized plans and employ a variety of analytical approaches — including fundamental, technical, quantitative and qualitative analysis — to construct portfolios aligned with clients’ goals and risk tolerances. The firm offers both wrap and non‑wrap programs, multiple separately managed account options, and model strategies including an ETF‑focused program and a Biblically‑Responsible Investing (BRI) model.

The brochure highlights features that differentiate GAR from many peers: it operates as a broker/dealer and licensed insurance agency so representatives may implement advice in either fee‑based or commission capacities and the firm discloses receipt of 12b‑1 and other revenue‑sharing payments. The firm also documents an SEC consent order in September 2024 addressing shortcomings in disclosure and share‑class selection (resulting in remediation and payment of $549,689), notes family ownership and use of DBA names by advisors, and records a 2024 change in its accounting firm to Ohab & Company.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Planning for children with special needs Divorce financial planning General retirement planning

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Fee options

Fixed

Fixed fees for financial planning generally range from $150 to $5,000 per plan

Percentage

$0+: 0.25% to 2.00% (Direct Asset Management Wrap Fee Option varies by account and program) $0+: 0.25% to 1.85% (Direct Asset Management Non-Wrap Fee Option) $0+: Up to 2.4% maximum (FMAX FSP Wrap Program) $0+: Up to 2.65% maximum (FMAX Separately Managed Account Program) $0+: Up to 2.75% maximum (UMA Unified Managed Account Program) $0+: Up to 2.75% maximum (Rep as Portfolio Manager Program)

Commissions

Commission charges may apply when acting as broker/dealer; separate from advisory fees.

Project-based

Hourly fees for financial planning range from $100 to $250 per hour

Other

Account minimum: $25,000 Minimum fee: Annual minimum account fees range from $75 to $350 depending on the program

Main office location

G. A. Repple & Company

101 Normandy Road

Casselberry FL 32707, United States

Number of offices

21

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lanis W

Series 66

Laguna Niguel, CA

G. A. Repple & Company

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

James W

Series 63, Series 65

St. Petersburg, FL

G. A. Repple & Company

James Warren Jr. is a financial advisor at G. A. Repple & Company with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mangrove Financial Group, Marathon Marketing, PSCU Financial Services, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory role, he is involved in various independent representative positions related to insurance, legal plans, and network marketing. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs multiple analytical approaches to tailor portfolios to client goals and risk tolerances.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Stacey L

Series 66

Jurupa Valley, CA

G. A. Repple & Company

Stacey Lavender is a financial advisor at Kingswood Wealth Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and has held various roles across multiple firms, including consulting and compliance services through her own independent businesses. Lavender is involved in regulatory and compliance consulting outside of her advisory work. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with oversight of third-party managers and sub-advisors.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Michael M

Series 63, Series 65

Apollo Beach, FL

G. A. Repple & Company

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Timothy M

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Timothy Moyer is a financial advisor at G. A. Repple & Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities Inc, LPL Financial, and IFP Securities. Outside of his advisory work, he is involved as a Little League umpire and a musician. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including wrap and non-wrap options and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Glenn R

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Glenn Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with G. A. Repple & Company since 1983. Outside of his advisory work, he serves as chairman of a holding company, participates in ministry activities including teaching and public speaking on biblical entrepreneurship and fraud, and holds leadership roles in community organizations such as the Casselberry Police Foundation and House of Hope. G. A. Repple & Company provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm uses a range of analytical approaches to tailor portfolios to clients’ goals and risk tolerances and offers multiple investment programs including Biblically-Responsible Investing.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Thomas S

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Thomas Strobhar is a financial advisor with G. A. Repple & Company in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Thomas Strobhar Financial since 2003, focusing on financial planning and investing, and serves as Chairman of the Board for Life Decisions International, a nonprofit educational program. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs various analytical approaches to align portfolios with clients’ goals and risk tolerances.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Steven B

Series 63, Series 65

Essex, MD

G. A. Repple & Company

Steven Baker is a financial advisor with G. A. Repple & Company in Essex, MD, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with G. A. Repple & Company since 1990. Outside of his advisory role, he is a limited member in a veterinary radiation oncology center and is involved in a real estate development LLC. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers a range of management programs, including ETF-focused and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Mark L

Series 63, Series 65

Auburn, CA

G. A. Repple & Company

Mark Loftus is a financial advisor at G. A. Repple & Company with 10 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Loftus serves as Ministries Director at Elevation Church, overseeing children's Sunday School programs, and teaches Spanish and Latin to middle and high school students at John Adams Academy. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including a Biblically-Responsible Investing model.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Jeffrey W

ChFC®, Series 63

Casselberry, FL

G. A. Repple & Company

Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been with the firm since 1991. In addition to his advisory role, he is also an insurance agent involved in fixed insurance sales. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary management, third-party asset managers, and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Steven P

Series 66

St. Petersburg, FL

G. A. Repple & Company

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Kenneth A

Series 63, Series 65

Palm Harbor, FL

G. A. Repple & Company

Kenneth Allgood is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. He is also the owner of Allgood Financial Services, which provides income tax preparation, and operates an eBay business selling new and used goods. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities, utilizing a range of analytical approaches to build portfolios tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary management with options including wrap programs, separately managed accounts, and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Eric H

CFP®, Series 63, Series 65

Hudsonville, MI

G. A. Repple & Company

Eric Hoogstra is a CFP® professional with 31 years of industry experience, currently serving at G. A. Repple & Company since 2004. He holds Series 63 and Series 65 licenses and is based in Hudsonville, MI. Outside of his advisory role, Hoogstra is involved in academia as a professor at Grand Valley State University, Cornerstone University, Kuyper College, and Indiana Wesleyan University, and he participates in various charitable and community organizations including board roles in multiple nonprofits. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Brent J

CFP®, Series 66

Beavercreek, OH

G. A. Repple & Company

Brent Jackson is a financial advisor at G. A. Repple & Company with 13 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2014. In addition to his advisory role, he owns Harvest Financial, where he acts as an insurance agent specializing in the sale of insurance and Medicare health plans. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary and non-discretionary management, separately managed accounts, and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Neal E

CFP®, ChFC®, Series 65, Series 66

Saint Petersburg, FL

G. A. Repple & Company

Neal Engwall is a CFP® and ChFC® with 37 years of experience in the financial industry. He has been with G. A. Repple & Company since 2010. Outside of his advisory role, Neal owns Engwall Enterprises LLC, which specializes in custom cabinetry and millwork, and serves as president of the Christian Chamber of Commerce Tampa Bay. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized plans and offers both discretionary and non-discretionary portfolio management options, including Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
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