Mark Gerber, financial advisor Billings MT

Mark Gerber

CRD Number: 2424017
Current Firm: Principal Securities, Inc.

Mark Gerber (CRD# 2424017) is an Investment Advisor Representative working at Principal Securities, Inc. in Billings, MT and has over 26 years of experience in the finance industry. Mark Gerber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mg Financial Advisors Billings, MT Mar 2013 - Current 6
Principal Life Insurance Co Billings, MT Jul 1998 - Current 21
Princor Financial Services Corporation Billings, MT Nov 1993 - Current 26
Creative Business Strategies Inc. Billings, MT Mar 2002 - Dec 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Mark C. Gerber
Phone Number: 888-774-6267
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    6,110
    MILLIONS
  • Total Number of Accounts
    31,797
    ACCOUNTS
  • Average Account Value
    $192,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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