Robert Scott Gerber

Current Employers

Employment History

• 03/1988 → Present
  Self Employed
  Wolcott, IN
• 12/2014 → 05/2017
  Next Financial Group Inc
  Wolcott, IN
• 07/2018 → Present
  Gerber Wealth, Llc
  Wolcott, IN

Previous Registrations

• 2018-09-06 → 2022-12-31
  Gerber Wealth, Llc
  Wolcott, IN
• 2014-12-01 → 2017-06-08
  Next Financial Group, Inc.
  Houston, TX
  Wolcott, IN
• 2008-09-02 → 2014-12-09
  Grove Point Investments, Llc
  Fort Wayne, IN
  Wolcott, IN
• 2006-08-07 → 2008-09-10
  Gunnallen Financial, Inc
  Wolcott, IN
  Ft. Wayne, IN
• 1999-10-11 → 2006-08-09
  Sii Investments, Inc.
  Wolcott, IN
  Wolcott, IN

Other Businesses

1) NAIFA-LAFAYETTE POSITION: Advisory Board Member NATURE: OTHER - Industry National Organization NON-INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 112 N RANGE ST, WOLCOTT IN 47995 DESCRIPTION: Provide advise on chapter business matters 2) TRI-COUNTY EDUCATION FUND ADVISORY BOARD POSITION: Advisory Board Member NATURE: Non-profit organization NON-INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 105 N Second St, WOLCOTT IN 47995 DESCRIPTION: Guide & advise a not for profit education foundation 3) TRI-COUNTY SCHOOL CORPORATION POSITION: School Board Member NATURE: Other - Public School District NON-INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/1994 ADDRESS: 105 N Second St, WOLCOTT IN 47995 DESCRIPTION: Setting policy & making K-12 public school related decisions 4) GERBER FINANCIAL MANAGEMENT, LLC POSITION: Owner/Agent NATURE: INSURANCE LIFE / HEALTH FIXED ANNUITIES INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 80 START DATE: 03/01/1988 ADDRESS: 112 N RANGE ST, WOLCOTT IN 47995 DESCRIPTION: Provide insurance products to clients 5)REMINGTON WOLCOTT COMMUNITY DEVELOPMENT CORPORATION (RWCDC) POSITION: Board Member Non-INVESTMENT RELATED: No NUMBER OF HOURS:5 TRADING HOURS: 0 STATE DATE: ADDRESS: 105 N.Second Street, Wolcott, IN 47995 5)REDEVLOPMENT COMMISSION OF WHITE COUNTY, IN POSITION: ADVISORY Board Member Non-INVESTMENT RELATED: No NUMBER OF HOURS:5 TRADING HOURS: 0 STATE DATE: 2025 ADDRESS: WHITE COUNTY, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-12
• S63 Uniform Securities Agent State Law Examination
  1988-06-20

Other Names

• Bob Gerber
• Robert S Gerber