Gerstemeier Financial Group,llc
Gerstemeier Financial Group,llc (CRD# 127052) is a financial advisory firm headquartered in , . They manage $74,284,541 in 201 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management74MILLION
Total Number of Accounts201ACCOUNTS
Average Account Value$369,575
- 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
Robert Gerstemeier (CRD# 4664996) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Loveland, OH 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.
Laura Gerstemeier (CRD# 5706938) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Loveland, OH and has over 9 years of experience in the finance industry.