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 5 states (or territories).

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.

AZ, KS, OH, TX, WA

Financial Advisors at Geer Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kristine B. Geer
CRD#: 6222977
Bothell, WA 98011

Kristine Geer (CRD# 6222977) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 4 years of experience in the finance industry. Kristine Geer 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.

2
Ronald L. Geer
CRD#: 2763949
Bothell, WA 98011

Ronald Geer (CRD# 2763949) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 22 years of experience in the finance industry.

3
Jonathan A. Heras
CRD#: 5825001
Bothell, WA 98011

Jonathan Heras (CRD# 5825001) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 8 years of experience in the finance industry.

4
Stephen M. Waltar
CRD#: 6713617
Bothell, WA 98011

Stephen Waltar (CRD# 6713617) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 4 years of experience in the finance industry.

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