Melissa Gerhardt (CRD# 5610484) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Allentown, PA and has over 8 years of experience in the finance industry.
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
CRD# 1364360
Sfg Investment Advisors, Inc.
Score
101
CRD# 4337883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Planning Partners | Allentown, PA | Jan 2012 - Current | 5 |
| Securian Financial Services, Inc. | St. Paul, MN | Jan 2012 - Current | 5 |
| Minnesota Life Insurance | St. Paul, MN | Jan 2012 - Current | 5 |
| New England Financial | Bethlem, PA | Sep 2009 - Jan 2012 | 2 |
| New England Securities | Bethlehem, PA | Sep 2008 - Jan 2012 | 3 |
| Creative Financial Group | Bethlehem, PA | Jan 2008 - Jan 2012 | 4 |
| New England Financial | Bethlehem, PA | Jan 2008 - Sep 2009 | 1 |
| Olive Garden | Whitehall, PA | May 2005 - May 2009 | 4 |
| Kutztown University | Kutztown, PA | Jun 2004 - May 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- PA
-
Total Assets Under Management6,627MILLIONS
-
Total Number of Accounts29,442ACCOUNTS
-
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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