Edward GerberCRD Number: 2957680
Current Firm: Market Guard
Edward Gerber (CRD# 2957680) is an Investment Advisor Representative working at Market Guard in Englewood, CO and has over 23 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Stephen A. Kohn & Associates, Ltd.||Lakewood, CO||Feb 2019 - Current||2|
|Del Mar Group/royal Alliance||Littleton, CO||Feb 2017 - Current||4|
|Royal Alliance Associates||Littleton, CO||Mar 2017 - Jan 2019||1|
|Transamerica Capital, Inc.||Denver, CO||Jul 2012 - Feb 2017||4|
|Del Mar Group||Littleton, CO||May 2011 - Jul 2012||1|
|The Leaders Group Inc.||Littleton, CO||May 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management244MILLIONS
Total Number of Accounts1,277ACCOUNTS
Average Account Value$191,290
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, LA, MD, NC, NE, TN, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.