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Amanda Kristine Hineman

Investment adviser representative at Gimbal Financial, LLC
10 yearsExperience
1 stateRegistered in
$290MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Gimbal Financial, LLCDec 2023 to now
  2. Gimbal Financial, LLC RiaJul 2022 to now
  3. LPL Financial LLCAug 2016 to Jul 2022
  4. LPL Financial LLC- dba Gimbal FinancialAug 2016 to Jul 2022

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (IN).

Gimbal Financial, LLC

$290MAssets managed
388Clients
6Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6698516
Firm CRD
159003
Advisor's SEC record (opens in a new tab)
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