Gerber, LLC (CRD# 120039) is a financial advisory firm headquartered in Columbus, OH. They manage $262,785,978 in 473 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management263MILLION
Total Number of Accounts473ACCOUNTS
Average Account Value$555,573
- 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
Erik Roemer (CRD# 2049954) is an Investment Advisor Representative working at Gerber, LLC in Worthington, OH and has over 27 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.
Randall Gerber (CRD# 2124731) is an Investment Advisor Representative working at Gerber, LLC in Worthington, OH and has over 23 years of experience in the finance industry.
Robert Swindaman (CRD# 5588498) is an Investment Advisor Representative working at Gerber, LLC in Columbus, OH and has over 9 years of experience in the finance industry.