Gerard Tautkus, financial advisor Meriden CT
86 score

Gerard Tautkus

CRD Number: 1005003
Current Firm: Infinex Investments, Inc.

Gerard Tautkus (CRD# 1005003) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 33 years of experience in the finance industry. Gerard Tautkus 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
Merrimack County Savings Bank Concorc, NH Dec 2012 - Current 4
Infinex Investments, Inc. Concord, NH Dec 2012 - Current 4
Tautkus Ins. & Financial Sus. Inc. Manchester, NH Dec 1990 - Current 26
Cuna Brokerage Services, Inc. Waverly, IA Dec 2003 - Dec 2012 9
Cuna Mutual Group Waverly, IA Dec 2003 - Dec 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S66 NASAA Uniform Combined State Law Examination Jun 2005
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gerard B. Tautkus
Phone Number: 203-599-6000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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