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Robert C. Gerstemeier

Gerstemeier Financial Group,LLC

Oak Brook, Il, IL

Naples, FL

Naples, FL

CRD 4664996

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Employer firm

Gerstemeier Financial Group,LLC CRD 127052

$143M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Gerstemeier Financial Group,Llc

Naples, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-26
FL RA APPROVED 2018-04-20
OH RA APPROVED 2009-04-20
IL RA APPROVED 2003-06-13
  • CA RA
    APPROVED
    Since 2024-01-26
  • FL RA
    APPROVED
    Since 2018-04-20
  • OH RA
    APPROVED
    Since 2009-04-20
  • IL RA
    APPROVED
    Since 2003-06-13

Branch Locations

1415 22Nd St. Tower Floor, Oak Brook, Il, IL 60523 • United States

Naples, FL • United States

Naples, FL • 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
Gerstemeier Financial Group, Llc Loveland OH 04/2009 07/2023
Gerstemeier Financial Group, Llc Naples FL 07/2023 Present
  • 04/2009 → 07/2023
    Gerstemeier Financial Group, Llc
    Loveland, OH
  • 07/2023 → Present
    Gerstemeier Financial Group, Llc
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-15
  • S65 Uniform Investment Adviser Law Examination
    2002-04-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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