Kevin Gerard, financial advisor Mequon WI

Kevin Gerard

CRD Number: 1849689
Current Firm: Charles Schwab & Company, Inc.

Kevin Gerard (CRD# 1849689) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Solutions Holdings, Inc., Bayside, WI Jan 2012 - Current 12
Charles Schwab & Company, Inc. Mequon, WI Dec 2011 - Current 12
Vacation Rental Sister Bay, WI Jun 2008 - Current 15
Vacation Rental Oostburg, WI May 2004 - Current 19
Commercial Real Estate Menomonee Falls, WI Nov 1995 - Current 28
Real Estate Property Bayside, WI Nov 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Feb 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin P. Gerard
Phone Number: 415-667-7000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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