Kevin Patrick Gerard

Current Employers

Employment History

• 12/2011 → Present
  Charles Schwab & Co., Inc.
  Mequon, WI
• 01/2012 → Present
  Investment Solutions Holdings, Inc.,
  Bayside, WI
• 11/1995 → Present
  Commercial Real Estate
  Menomonee Falls, WI
• 05/2004 → Present
  Vacation Rental
  Oostburg, WI
• 06/2008 → Present
  Vacation Rental
  Sister Bay, WI
• 11/1995 → Present
  Real Estate Property
  Bayside, WI

Previous Registrations

• 2005-07-05 → 2012-01-23
  Gerard Asset Management, Ltd.
  Menomonee Falls, WI
  West Bend, WI
  Anderson, IN
  Menomonee Falls, WI

Other Businesses

1. Mariners Pointe Condominium Association | Investment Related: No | Residential condominium association | Board Member | Start date: 2022-06-04 | Hours Per Month: Less than 20 | Hours Spent during Security Trading:0 | Serve on the board of the association to budget and pay for property maintenance and repairs. 2. Tower 100 at Kalea Bay Condominium Association, Inc.|Investment Related:No|13940 Old Coast Road;Naples;FL;34220;USA|Residential Condominium Association|board member|2024-04-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Serving the unit owners of the association to manage the property. 3. Mequon Independent Branch, LLC.|Investment Related:No|13910 n port washington road;mequon;wi;53092;usa|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes.|owner|2018-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|to process payroll

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-08
• S63 Uniform Securities Agent State Law Examination
  1988-07-19