Gerard Gloisten (CRD# 2579962) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 21 years of experience in the finance industry. Gerard's focus is on Retirement plans, working with individuals and businesses. Gerard is a Branch Manager/OSJ overseeing over 30 investment representatives in 5 states.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Wealth Partners LLC | Lyons, CO | Oct 2022 - Current | 1 |
| Western International Securities, Inc. | Pasadena, CA | Nov 2013 - Dec 2022 | 9 |
| Gbs Financial Corp. | Santa Rosa, CA | Jul 1997 - Dec 2022 | 25 |
| Baskin-robbins | Santa Rosa, CA | Oct 2017 - Aug 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1995 |
- CA
- CO
- TX
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$379,635
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, CA, CO, ID, LA, NV, OR, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.