Geer Financial Group, Inc.

Geer Financial Group, Inc. (CRD# 281828) is a financial advisory firm headquartered in Bothell, WA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Geer Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ronald L. Geer
CRD#: 2763949
19125 North Creek Parkway, Suite 120, Bothell, WA 98011
93
Wealthminder
score

Ronald Geer (CRD# 2763949) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 20 years of experience in the finance industry.

2
Kristine B. Geer
CRD#: 6222977
19125 North Creek Parkway, Suite 120, Bothell, WA 98011
88
Wealthminder
score

Kristine Geer (CRD# 6222977) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.