Laurie GerdyCRD Number: 5404091
Current Firm: Ameriprise Financial Services, Inc.
Laurie Gerdy (CRD# 5404091) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Vienna, OH and has over 7 years of experience in the finance industry. Laurie Gerdy 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.
Arnett Carbis Toothman Wealth Advisors LLC
Stifel, Nicolaus & Company, Incorporated
Willingdon Wealth Management LLC
|Ameriprise Financial Services Inc.||Vienna, OH||Jan 2015 - Current||2|
|The O.n. Equity Sales Company||Cincinnati, OH||Aug 2007 - Jan 2015||7|
|E.r. Emery Agency, Inc.||Vienna, OH||Mar 2007 - Jan 2015||7|
|Unemployed||Cortland, OH||May 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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