Gerard Stellwagen (CRD# 1005272) is an Investment Advisor Representative working at Florida Tax And Wealth Advisors, LLC in Venice, FL and has over 35 years of experience in the finance industry. Gerard Stellwagen 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.
CRD# 5096826
A New Approach Financial Planning
Score
103
CRD# 2391466
Seacure Advisors LLC
Score
101
CRD# 4202594
Williams Wealth Management Group, Inc.
Score
101
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Florida Tax And Wealth Advisors, LLC | Venice, FL | Jul 2016 - Current | 1 |
| Prosperity Capital Advisors | Venice, FL | Mar 2012 - Jan 2017 | 4 |
| Wealth Advisors LLC | Nokomis, FL | Jan 2003 - Dec 2012 | 9 |
| J.w. Cole Financial Inc. | Tampa, FL | Oct 2008 - May 2009 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1992 |
- FL
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Total Assets Under Management4MILLIONS
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Total Number of Accounts45ACCOUNTS
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Average Account Value$95,556
- 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
FL
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