Gary Flater
COO at Synergistic Exchange Solutions- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Insurance Licenses Previously held- Life and Long Term Care
State of Colorado and State of California -
Securities Licenses Previously Held
FINRA
Experience
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Synergistic Exchange Solutions
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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COO
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Oct 2017 - Present
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The Flater Group, LLC
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Littleton, Colorado
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Founder, Managing Member
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May 2012 - Present
Founder Founder
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Baby Boomer Academy, LLC
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Colorado
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Founder, Managing Member
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Nov 2013 - Present
After years of helping clients build, manage, and preserve wealth, Gary has created Baby Boomer Academy, which is dedicated to helping Baby Boomers preserve their wealth, protect their assets, and achieve their life goals. Baby Boomer Academy is a premier information and resource organization which offers a commonsense approach to help "every day" Baby Boomers get their retirement and life plans on solid ground. After years of helping clients build, manage, and preserve wealth, Gary has created Baby Boomer Academy, which is dedicated to helping Baby Boomers preserve their wealth, protect their assets, and achieve their life goals. Baby Boomer Academy is a premier information and resource organization which offers a commonsense approach to help "every day" Baby Boomers get their retirement and life plans on solid ground.
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Direct 1031 Exchange
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United States
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Investment Management
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Director Of Education
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Jun 2018 - Dec 2021
Mission Statement Our mission is to provide accredited investors uncomplicated access to institutional quality real estate investments that provide passive, diversified income while deferring taxes on capital gains. About Direct 1031 Exchange Direct 1031 Exchange offers accredited investors with direct access to participate in a Section 1031 exchange, without paying commissions or up-front load costs, potentially saving 5 to 7 percent in fees. Through Direct 1031 Exchange, a sponsor of 506(c) investment offerings, investors can participate in 1031 exchange investments.
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SMARTsource Employer Solutions, LLC
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United States
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Insurance
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1 - 100 Employee
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Founder, Managing Member
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Jan 2010 - Dec 2020
SMARTsource Employer Solution, LLC re-engineers business processes around your company's needs and gives you access to a team of best of class advisors thus resulting in a superior model of outsourcing. SMARTsource's efficient and transparent business practices will help you to reduce the time on process overnight and can reduce fees. SMARTsource Employer Solution, LLC re-engineers business processes around your company's needs and gives you access to a team of best of class advisors thus resulting in a superior model of outsourcing. SMARTsource's efficient and transparent business practices will help you to reduce the time on process overnight and can reduce fees.
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MCL Financial Group, Inc.
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Financial Services
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Founder/Wealth Management Advisor/Investment Advisor Rep
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Sep 1996 - Aug 2011
MCL Financial Group utilizes a client-centered approach providing innovative, tax-advantaged investment solutions through strategic partnerships. We offer customized tax planning and investment services to reduce taxes, create wealth and help you keep more of it.The MCL signature service provides for building, managing and preserving wealth. We are your independent objective representative. With MCL you obtain an individually tailored and exceptionally managed portfolio that puts you in a position to reach your goals.Our team offers a consortium of financial disciplines. As we coordinate the vital management of your wealth - we provide all necessary professional services from accounting and legal to securities and insurance needs - our experts are here for you.
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Founder/Registered Representative
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Sep 1996 - Jun 2011
Full Service FINRA registered Broker/Dealer
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Founder/Wealth Management Advisor/Registered Representative
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Jan 1989 - Aug 1996
Full Service NASD registered Broker/Dealer Full Service NASD registered Broker/Dealer
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Education
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University of Colorado at Boulder
Environmental Biology -
Regis University
Business, Management, Marketing, and Related Support Services