Gerstemeier Financial Group,llc

Gerstemeier Financial Group,llc (CRD# 127052) is a financial advisory firm headquartered in Lisle, IL. They manage $59,329,850 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $320,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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.

IL, OH

Financial Advisors at Gerstemeier Financial Group,llc
Showing 1 - 2 of 2 top financial advisors.
1
Robert C. Gerstemeier
CRD#: 4664996
4300 Commerce Ct., Suite 300-22, Lisle, IL 60532
96
Wealthminder
score

Robert Gerstemeier (CRD# 4664996) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Lisle, IL and has over 15 years of experience in the finance industry. Robert Gerstemeier 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
Laura J. Gerstemeier
CRD#: 5706938
Loveland, OH
93
Wealthminder
score

Laura Gerstemeier (CRD# 5706938) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Loveland, OH and has over 8 years of experience in the finance industry.

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