Advisor at Gerber Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gerber Wealth, LLC
Location
Wolcott, IN
Credentials
Series 63, Series 65
Industry experience
34 years
Fixed financial planning fees ranging from $500 to $3,000
Commission from insurance products may be received and can waive financial planning fees
Up to $200 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees range from $500 to $3,000; hourly fees up to $200 per hour
Gerber Wealth, LLC
2018 - Present (8 years)
Next Financial Group Inc
2014 - 2017 (3 years)
SELF EMPLOYED
1988 - Present (38 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
Monticello, IN
Edward Jones
CFP®, Series 66
Rensselaer, IN
Edward Jones
CFP®, Series 63, Series 66
Rensselaer, IN
Edward Jones
Series 66
Fowler, IN
Edward Jones
Series 63, Series 65
Rensselaer, IN
FIFTH THIRD SECURITIES, Inc.
ChFC®, Series 63, Series 66
Rensselaer, IN
LPL Financial
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