Michael GerickeCRD Number: 3084798
Current Firm: Nfp Advisor Services, LLC
Michael Gericke (CRD# 3084798) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Burlington, NJ and has over 18 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Drake, Lehner & Morgan LLC||Burlington, NJ||May 2004 - Current||13|
|Princor Financial Services Corp||Burlington, NJ||Jan 2004 - Current||13|
|Principal Life Insurance Co||Burlington, NJ||Jan 2004 - Current||13|
|Nfp Securities, Inc.||Marlton, NJ||Jun 2004 - Apr 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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