Michael Gerke (CRD# 4557286) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | Seattle, WA | Aug 2021 - Current | 2 |
| Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers | Seatt, WA | Jun 2016 - Aug 2021 | 5 |
| Badgley, Phelps & Bell Dba Badgley Phelps Investment Managers | Seattle, WA | Mar 2001 - Jun 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- WA
-
Total Assets Under Management5,126MILLIONS
-
Total Number of Accounts2,648ACCOUNTS
-
Average Account Value$1,935,899
- 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
- Other
AK, AZ, CA, CO, CT, DE, FL, HI, ID, LA, ME, MN, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VA, 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.