Inactive

Christopher Edward Gehrts

Wellth Advisory Services, LLC

Eden Prairie, MN

CRD 3090493

Claim This Profile

Employer firm

Wellth Advisory Services, LLC CRD 330537

$26.7B regulatory AUM 10 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-09-12

MN RA
APPROVED

Since 2024-09-12

Branch Locations

Shorewood, IL • United States

Eden Prairie, MN • 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

Organization	City	State	From	To
Minnesota Life Insurance Co	St. Paul	MN	04/2016	12/2022
Securian Financial Service Inc	St. Paul	MN	04/2016	12/2022
The Standard	St. Paul	MN	01/2023	07/2024
Wellth Advisory Services, Llc	Shorewoord	IL	08/2024	Present

04/2016 → 12/2022

Minnesota Life Insurance Co

St. Paul, MN
04/2016 → 12/2022

Securian Financial Service Inc

St. Paul, MN
01/2023 → 07/2024

The Standard

St. Paul, MN
08/2024 → Present

Wellth Advisory Services, Llc

Shorewoord, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-30
S63	Uniform Securities Agent State Law Examination	2016-06-01

S65 Uniform Investment Adviser Law Examination

2024-08-30
S63 Uniform Securities Agent State Law Examination

2016-06-01

View on SEC IAPD

More in Shorewood, IL

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor