Andrew GerbackCRD Number: 6193126
Current Firm: Planning Alternatives Ltd
Andrew Gerback (CRD# 6193126) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 4 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Planning Alternatives Ltd.||Bloomfield Hills, MI||Feb 2018 - Current||< 1|
|Fidelity Brokerage Services, LLC||Novi, MI||May 2013 - Dec 2017||4|
|Michigan State University||East Lansing, MI||Aug 2008 - May 2013||4|
|Veritude||Birmingham, MI||May 2012 - Dec 2012||< 1|
|Pronto Catering||Royal Oak, MI||May 2011 - Aug 2011||< 1|
|River's Edge Bar And Grill||Shelby Township, MI||May 2011 - Aug 2011||< 1|
|Olga's Kitchen||Auburn Hills, MI||May 2010 - May 2011||1|
|Msu Residential Hospitality Services||East Lansing, MI||Sep 2009 - Apr 2010||< 1|
|Rochester Adams High School||Rochester Hills, MI||Aug 2003 - May 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management1,002MILLIONS
Total Number of Accounts2,198ACCOUNTS
Average Account Value$455,771
- 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
AZ, CA, FL, GA, IL, IN, MA, MI, NC, NY, OH, PA, TN, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.