Gerald KasperCRD Number: 1618132
Current Firm: Ministry Partners Securities, LLC
Gerald Kasper (CRD# 1618132) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Geneva, IL and has over 21 years of experience in the finance industry. Gerald Kasper 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Kct Credit Union||Elgin, IL||Jan 2020 - Current||1|
|Chicago Board Of Election Commissioners||Kane, IL||Apr 2017 - Current||4|
|Allstate Insurance Co||St Charles, IL||Sep 2015 - Mar 2017||1|
|Unemployed||Downers Grove, IL||Jan 2015 - Sep 2015||< 1|
|Cuso Financial Services, LP||San Diego, CA||Dec 2011 - Jan 2015||3|
|Coastal Federal Credit Union||Raleigh, NC||Jan 2005 - Jan 2015||10|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 2005 - Nov 2011||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S63||Uniform Securities State Law Examination||May 2020|
Total Assets Under Management30MILLIONS
Total Number of Accounts234ACCOUNTS
Average Account Value$129,274
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CA, IL, OR, TX
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