Richard Gerczak, financial advisor River Falls WI

Richard Gerczak

CRD Number: 2489405
Current Firm: Ameriprise Financial Services, Inc.

Richard Gerczak (CRD# 2489405) is a Financial Advisor working at Ballast Advisors in Arden Hills, MN, and has over 23 years of experience in the finance industry. Richard Gerczak 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Ballast Advisors Arden Hills, MN Feb 2017 - Current 2
American Express Financial Advisors Inc. New Brighton, MN Sep 1994 - Feb 2017 22
Ids Life Insurance Company New Brighton, MN May 1994 - Sep 1994 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
Contact Info for Richard G. Gerczak
Phone Number: 612-671-3131
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    248,322
    MILLIONS
  • Total Number of Accounts
    1,393,263
    ACCOUNTS
  • Average Account Value
    $178,230
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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Clean Record
This advisor has a clean track record with regulators.

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