Stephen Gerritz, financial advisor Central Point OR

Stephen Gerritz

CRD Number: 1020031
Current Firm: Gerritz Wealth Management, Inc.

Stephen Gerritz (CRD# 1020031) is an Investment Advisor Representative working at Gerritz Wealth Management, Inc. in Central Point, OR and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Gerritz Wealth Management, Inc. Central Point, OR Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for Stephen L. Gerritz
Phone Number: 541-6643892
Firm Website: https://www.gerritz.com
Registered State(s):
  • OR
  • TX
Current Firm Details
Gerritz Wealth Management, Inc.
Firm's CRD Number: 152716
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $134,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR, TX

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