Michael KerbyCRD Number: 6060119
Current Firm: Gradient Advisors, LLC
Michael Kerby (CRD# 6060119) is an Investment Advisor Representative working at Gradient Advisors, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Gradient Advisors, Lllc||Shoreview, MN||Apr 2012 - Current||5|
|Secure Retirement Planners, Inc.||Warsaw, MO||Jan 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management26MILLIONS
Total Number of Accounts794ACCOUNTS
Average Account Value$33,169
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV