Christopher Gebhards, financial advisor Rock Port MO

Christopher Gebhards

CRD Number: 7045762
Current Firm: Summit Vision Financial, LLC

Christopher Gebhards (CRD# 7045762) is an Investment Advisor Representative working at Summit Vision Financial, LLC in Rock Port, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Vision Financial, LLC Rock Port, MO Nov 2018 - Current 5
Gebhards Grain Rock Port, MO Jan 1996 - Current 28
Chris Gebhards Financial Coaching Rock Port, MO Aug 2008 - Jun 2018 9
Rock Port R-ii Schools Rock Port, MO May 2005 - May 2018 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Christopher T. Gebhards
Phone Number: 816-866-0698
Registered State(s):
  • MO
Current Firm Details
Summit Vision Financial, LLC
Firm's CRD Number: 299660
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $67,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MO

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