Gerstemeier Financial Group,llc
Gerstemeier Financial Group,llc (CRD# 127052) is a financial advisory firm headquartered in , . They manage $117,710,738 in 213 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Gerstemeier Financial Group,llc
By the Numbers
-
Total Assets Under Management118MILLION
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$552,633
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, OH
Financial Advisors at Gerstemeier Financial Group,llc
1
Laura Gerstemeier (CRD# 5706938) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Naples, FL and has over 15 years of experience in the finance industry.
2
Robert Gerstemeier (CRD# 4664996) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Loveland, OH and has over 22 years of experience in the finance industry.
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