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Inactive

Gerald Lee Skalsky

Clear Harbor Wealth Management

Destin, FL

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Current Employers
Clear Harbor Wealth Management

543 Harbor Blvd Ste 501, Destin, FL 32541 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-28
FL RA APPROVED 2022-08-22
  • TX RA
    APPROVED_RES
    Since 2022-09-28
  • FL RA
    APPROVED
    Since 2022-08-22

Branch Locations

543 Harbor Blvd Ste 501, Destin, FL 32541 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Minneapolis MN 11/2008 06/2018
Thrivent Financial Minneapolis MN 07/2007 10/2018
Thrivent Investment Management Inc. Miramar Beach FL 11/2018 05/2020
Thrivent Financial Appleton WI 12/2018 08/2019
Thrivent Advisor Network, Llc Miramar Beach FL 05/2020 12/2021
Clear Harbor Wealth Management Llc Destin FL 05/2022 Present
Arborbrook Consultants Destin FL 08/2019 05/2020
Arborbrook Advisors Llc Destin FL 12/2021 05/2022
Skalsky Financial Planning & Consulting Llc Freeport FL 09/2022 Present
Great Point Capital, Llc Chicago IL 11/2022 12/2024
  • 11/2008 → 06/2018
    Minneapolis, MN
  • 07/2007 → 10/2018
    Thrivent Financial
    Minneapolis, MN
  • 11/2018 → 05/2020
    Miramar Beach, FL
  • 12/2018 → 08/2019
    Thrivent Financial
    Appleton, WI
  • 05/2020 → 12/2021
    Miramar Beach, FL
  • 05/2022 → Present
    Clear Harbor Wealth Management Llc
    Destin, FL
  • 08/2019 → 05/2020
    Arborbrook Consultants
    Destin, FL
  • 12/2021 → 05/2022
    Arborbrook Advisors Llc
    Destin, FL
  • 09/2022 → Present
    Skalsky Financial Planning & Consulting Llc
    Freeport, FL
  • 11/2022 → 12/2024
    Great Point Capital, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
  • S66 Uniform Combined State Law Examination
    2018-11-20
Other Names
  • Jerry Skalsky
  • Jerry Lee Skalsky
  • Gerald L Skalsky

View on SEC IAPD

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