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Inactive

Quincy Roman Gerrits

Creative Planning

Green Bay, WI

De Pere, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-04
  • WI RA
    APPROVED
    Since 2022-10-04

Branch Locations

Green Bay, WI • United States

2121 Innovation Court, Suite 1100, De Pere, WI 54115 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Wipfli Financial Advisors, Llc Appleton WI 01/2021 09/2022
Unemployed De Pere WI 05/2020 01/2021
University Of Wisconsin - Madison Madison WI 08/2016 05/2020
Creative Planning, Llc Appleton WI 10/2022 Present
  • 01/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Appleton, WI
  • 05/2020 → 01/2021
    Unemployed
    De Pere, WI
  • 08/2016 → 05/2020
    University Of Wisconsin - Madison
    Madison, WI
  • 10/2022 → Present
    Creative Planning, Llc
    Appleton, WI
Previous Registrations
  • 2021-03-20 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Appleton, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20
Designations

View on SEC IAPD

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