Gerstemeier Financial Group,llc

Gerstemeier Financial Group,llc (CRD# 127052) is a financial advisory firm headquartered in , . They manage $117,710,738 in 213 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/in/bob-gerstemeier-b018a5b3/
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $552,633
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, OH

Financial Advisors at Gerstemeier Financial Group,llc
Showing 1 - 2 of 2 top financial advisors.
1
Laura Gerstemeier, financial advisor Naples FL
Laura J. Gerstemeier
CRD#: 5706938
Naples, FL

Laura Gerstemeier (CRD# 5706938) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Naples, FL and has over 15 years of experience in the finance industry.

2
Robert Gerstemeier, financial advisor Loveland OH
Robert C. Gerstemeier
CRD#: 4664996
Loveland, OH

Robert Gerstemeier (CRD# 4664996) is an Investment Advisor Representative working at Gerstemeier Financial Group,llc in Loveland, OH and has over 22 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.

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