Gerald Kasper, financial advisor Geneva IL

Gerald Kasper

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Gerald D. Kasper
Phone Number: 714-671-5720
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $129,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, IL, OR, TX

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