Advisor at MSP Wealth Management, LLC
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Firm
MSP Wealth Management, LLC
Location
Klamath Falls, OR 97601
Credentials
Series 66
Industry experience
21 years
Gerrin Degroot is a financial advisor at MSP Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Degroot is also a CPA at Molatore & Co. LLP, a firm he has been associated with since 1993, and serves as a trustee and co-conservator in private capacities. MSP Wealth Management advises individuals, trusts, partnerships, and corporations, managing approximately 400 clients through a six-advisor team. The firm offers fiduciary investment advice with both discretionary and non-discretionary arrangements, primarily utilizing its MSP Wrap Fee Program for portfolio management and customized financial planning services.
Based on MSP Wealth Management, LLC
Typically ranging from $1,500 to $5,000 for financial planning and consulting services
Certain associated persons licensed to sell insurance may receive commissions from insurance products sold to clients, separate from MSP advisory fees
Typically ranging from $150 to $250 per hour for financial planning and consulting services
Fee-only: Hourly fees typically ranging from $150 to $250 per hour; Fixed fees typically ranging from $1,500 to $5,000 for financial planning and consulting services
824 Pine Street
Klamath Falls, OR 97601
Oregon · Texas
MSP Wealth Management, LLC
2020 - Present (6 years)
Avantax Investment Services, INC.
2019 - 2020 (1 year)
Avantax Advisory services
2019 - 2020 (1 year)
Avantax Insurance Services
2006 - 2020 (14 years)
1st Global Advisors, Inc
2006 - 2019 (13 years)
1st Global Capital Corp
2004 - 2019 (15 years)
MOLATORE & CO. LLP (fka MOLATORE, SCROGGIN, PETERSON & CO. LLP)
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 63, Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
Osaic Advisory Services, LLC
Series 63, Series 66
Klamath Falls, OR
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 65
Klamath Falls, OR
OSAIC
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