Robert Gerstemeier (CRD# 4664996) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Loveland, OH and has over 22 years of experience in the finance industry. Robert Gerstemeier 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.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gerstemeier Financial Group, LLC | Naples, FL | Jul 2023 - Current | < 1 |
| Gerstemeier Financial Group, LLC | Loveland, OH | Apr 2009 - Jul 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- CA
- FL
- IL
- OH
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$552,633
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, IL, OH
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