Gerritz Wealth Management, Inc.

Gerritz Wealth Management, Inc. (CRD# 152716) is a financial advisory firm headquartered in Medford, OR. They manage $6,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

OR

Financial Advisors at Gerritz Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephen L. Gerritz
CRD#: 1020031
2401 Meadow Creek Drive, Medford, OR 97504
96
Wealthminder
score

Stephen Gerritz (CRD# 1020031) is an Investment Advisor Representative working at Gerritz Wealth Management, Inc. in Medford, OR and has over 33 years of experience in the finance industry. Stephen Gerritz 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
Christopher M. Gerritz
CRD#: 5851808
2401 Meadow Creek Drive, Medford, OR 97504
93
Wealthminder
score

Christopher Gerritz (CRD# 5851808) is an Investment Advisor Representative working at Gerritz Wealth Management, Inc. in Medford, OR and has over 7 years of experience in the finance industry.

3
John M. Gerritz
CRD#: 5852885
2401 Meadow Creek Drive, Medford, OR 97504
93
Wealthminder
score

John Gerritz (CRD# 5852885) is an Investment Advisor Representative working at Gerritz Wealth Management, Inc. in Medford, OR and has over 7 years of experience in the finance industry.

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