Graham Gerlach (CRD# 3093059) is an Investment Advisor Representative working at Ratio Wealth Group LLC in Denver, CO and has over 25 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Leaders Group, Inc. | Littleton, CO | Aug 2020 - Current | 3 |
Ratio Wealth Group | Denver, CO | Dec 2019 - Current | 4 |
Mass Mutual Life Insurance Company | Denver, CO | Dec 2014 - Dec 2019 | 5 |
Mml Investor Services LLC | Denver, CO | Dec 2014 - Dec 2019 | 5 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2011 - Dec 2014 | 3 |
Northwestern Mutual Investment Services, LLC | San Francisco, CA | Sep 1998 - Dec 2014 | 16 |
Northwestern Mutual Life Insurance Co | Milwaukee, WI | Jul 1998 - Dec 2014 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1998 |
S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- CO
- NV
- PA
-
Total Assets Under Management577MILLIONS
-
Total Number of Accounts1,030ACCOUNTS
-
Average Account Value$560,382
- A percentage of assets under your management
- 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)
CA, CO, FL, IL, LA, MT, NH, NV, PA, TX, VA
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