Gerber, LLC

Gerber, LLC (CRD# 120039) is a financial advisory firm headquartered in Columbus, OH. They manage $223,704,713 in 529 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $422,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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.

OH, TX

Financial Advisors at Gerber, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Erik D. Roemer
CRD#: 2049954
450 West Wilson Bridge Rd, Suite 100, Worthington, OH 43085
96
Wealthminder
score

Erik Roemer (CRD# 2049954) is an Investment Advisor Representative working at Gerber, LLC in Worthington, OH and has over 26 years of experience in the finance industry. Erik Roemer 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
Randall T. Gerber
CRD#: 2124731
450 West Wilson Bridge Rd, Suite 100, Worthington, OH 43085
93
Wealthminder
score

Randall Gerber (CRD# 2124731) is an Investment Advisor Representative working at Gerber, LLC in Worthington, OH and has over 21 years of experience in the finance industry.

3
Kori J. Manus
CRD#: 4029441
121 E. Nationwide Blvd, Columbus, OH 43215
93
Wealthminder
score

Kori Manus (CRD# 4029441) is an Investment Advisor Representative working at Gerber, LLC in Columbus, OH and has over 11 years of experience in the finance industry.

4
Robert J. Swindaman
CRD#: 5588498
121 E. Nationwide Blvd, Columbus, OH 43215
93
Wealthminder
score

Robert Swindaman (CRD# 5588498) is an Investment Advisor Representative working at Gerber, LLC in Columbus, OH and has over 7 years of experience in the finance industry.

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