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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2003
- Office Locations
- 2
Office Locations
About Gerstemeier Financial GROUP,LLC
Gerstemeier Financial Group, LLC is a fee-only, fiduciary financial planning firm providing holistic advice, portfolio construction and ongoing investment management (asset allocation, security selection, rebalancing, reporting), plus tax planning and preparation. Supports clients with retirement, education, and estate planning strategies; custodians include Charles Schwab.
Team overview
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Client Personas
Custodian
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Investment Themes
Investment Vehicles
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Owner & Executives
ROBERT C. GERSTEMEIER
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #4664996
- Ownership
- 75% or more
LAURA J GERSTEMEIER
Director, TREASURER
- CRD
- #5706938
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,959,605 | $624,278 |
| Non-Discretionary | $0 | -- |
| Total | $142,959,605 | $624,278 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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