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).

Current Firm Details
121 E. Nationwide Blvd, Columbus, OH 43215
http://www.gerberclarity.com
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 Roemer, financial advisor Worthington OH
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 Gerber, financial advisor Worthington OH
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 22 years of experience in the finance industry.

3
Kori Manus, financial advisor Columbus OH
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 12 years of experience in the finance industry.

4
Robert Swindaman, financial advisor Columbus OH
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 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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