Rob Gerdes (CRD# 5887074) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Turo | San Francisco, CA | Dec 2023 - Current | < 1 |
| Net Law Group Inc. | Louisville, KY | Apr 2022 - Current | 2 |
| Wealthwave | Johns Creek, GA | Jul 2016 - Current | 7 |
| Transamerica Financial Advisors, Inc. | Cincinnati, OH | Jan 2014 - Current | 10 |
| World Financial Group, Ia. | Cincinnati, OH | Aug 2012 - Current | 11 |
- OH
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, WY
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