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 - 5 of 5 top financial advisors.
1
Randall E. Davey
CRD#: 5024690
Mesa, AZ
93
Wealthminder
score

Randall Davey (CRD# 5024690) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Mesa, AZ and has over 9 years of experience in the finance industry.

2
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 21 years of experience in the finance industry.

3
Kristine B. Geer
CRD#: 6222977
19125 North Creek Parkway, Suite 120, Bothell, WA 98011
90
Wealthminder
score

Kristine Geer (CRD# 6222977) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 3 years of experience in the finance industry.

4
Stephen M. Waltar
CRD#: 6713617
19125 North Creek Parkway, Suite 120, Bothell, WA 98011
89
Wealthminder
score

Stephen Waltar (CRD# 6713617) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 2 years of experience in the finance industry.

5
Jonathan A. Heras
CRD#: 5825001
19125 North Creek Parkway, Suite 120, Bothell, WA 98011
81
Wealthminder
score

Jonathan Heras (CRD# 5825001) is an Investment Advisor Representative working at Geer Financial Group, Inc. in Bothell, WA and has over 7 years of experience in the finance industry.

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