Gerrin Patrick Degroot

Employer firm

Msp Wealth Management, LLC CRD 306522

$228M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 10/2019
  1St Global Capital Corp
  Klamath Falls, OR
• 07/1993 → Present
  Molatore & Co. Llp (Fka Molatore, Scroggin, Peterson & Co. Llp)
  Klamath Falls, OR
• 02/2006 → 10/2019
  1St Global Advisors, Inc
  Klamath Falls, OR
• 03/2006 → 03/2020
  Avantax Insurance Services
  Klamath Falls, OR
• 10/2019 → 03/2020
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 03/2020
  Avantax Investment Services, Inc.
  Eagle Point, OR
• 03/2020 → Present
  Msp Wealth Management, Llc
  Klamath Falls, OR

Previous Registrations

• 2019-10-25 → 2020-04-01
  Avantax Advisory Services
  Irving, TX
• 2006-03-23 → 2019-10-25
  1St Global Advisors Inc
  Klamath Falls, OR

Other Businesses

1) FIXED INSURANCE POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 5/30/06 ADDRESS: 824 Pine St., Klamath Falls OR 97601, United States DESCRIPTION: Insurance sales 2) MOLATORE & CO. LLP (fka MOLATORE, SCROGGIN, PETERSON & CO. LLP) POSITION: CPA NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/1993 ADDRESS: 824 Pine St., Klamath Falls OR 97601, United States DESCRIPTION: CPA firm 3) J.H. HOUSE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 1/8/2007 DESCRIPTION: Trustee duties 4) [REDACTED] (INDIVIDUAL) POSITION: Co-Conservator NATURE: I am the Co-Conservator of [REDACTED]. [REDACTED] is the other Co-conservator. [REDACTED] runs about 90% of the activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2018 ADDRESS: 36730 South Chiloquin Road, Chiloquin OR 97624, United States DESCRIPTION: [REDACTED] has [REDACTED] limitations. [REDACTED] does most of the conservator duties for [REDACTED] and I am here to assist [REDACTED] when necessary.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-02