Monte Gehrtz, financial advisor Fargo ND
93 score

Monte Gehrtz

CRD Number: 5903836
Current Firm: Cetera Advisor Networks LLC

Monte Gehrtz (CRD# 5903836) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Fargo, ND and has over 6 years of experience in the finance industry.

Similar Advisors
Elaine Fremling, financial advisor Fargo ND
Elaine J. Fremling
CRD# 730098
Northwestern Mutual Investment Services,llc
Score
98
Similar Advisors
Michael Rydell, financial advisor Fargo ND
Michael J. Rydell
CRD# 5324272
Schwan Financial Advisors, LLC
Score
98
Similar Advisors
Brady Helmer, financial advisor Fargo ND
Brady L. Helmer
CRD# 6175543
Edward Jones
Score
97
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Feb 2015 - Current 3
Securities America Inc. Casselton, ND Sep 2014 - Feb 2015 < 1
Usadvisors Wealth Management Casselton, ND Sep 2014 - Feb 2015 < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Sep 2014 1
Financial Network El Segundo, CA Nov 2012 - Dec 2012 < 1
Edward Jones St Louis, MO Apr 2011 - Oct 2012 1
North Dakota Air Guard Fargo, ND Aug 2007 - Apr 2011 3
North Dakota State University Fargo, ND Aug 2007 - Dec 2010 3
Lowes Home Improvement Store Fargoq, ND Sep 2008 - May 2009 < 1
Abercrombie And Fitch Fargo, ND Apr 2007 - Oct 2008 1
Ditmer Concrete Fargo, ND May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Monte J. Gehrtz
Phone Number: 310-326-3100
Registered State(s):
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.