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Gilles Mulard, CRPC®
Mulard Wealth Management

Tel: 814-520-5511
2820 West 23rd Street
Suite 204 & 205
Erie, PA 16506
Mulard Wealth Management | Financial Advisor in Erie ,PA

Timeless Strategies for Priceless Wealth Building Results


About Gilles Mulard

Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.

Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.


About Mulard Wealth Management

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring.

How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising.

Also located at 403 Downing Drive, Chardon, OH 44024

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General Information

Firm Start Year:   2005
No.of Employees:   2-4
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   OH, PA
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Services

Investment Types:   Commodities, Alternative Investments, Options & Futures, Bonds, Stocks, Annuities, Mutual Funds
Can meet clients in the following ways:   Via Phone, Via Email, Your Office, Video Conference, Our Offices

Firm Information

Firm's Number of Clients:   Over 500
Firm's Number of Planning Clients:   N/A
Firm's Number of Managed Clients:   80 %
Assets Managed by Firm:   N/A

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100K+
Compensation Methods:   Based on Assets


Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:30 AM - 4:30 PM
Tue. 9:30 AM - 4:30 PM
Wed. 9:30 AM - 4:30 PM
Thu. 9:30 AM - 4:30 PM
Fri. 9:30 AM - 4:30 PM

Compensation Arrangements

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