Gerrit Dirkse Van Schalkwyk

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 09/2021 → 01/2022
  Family Legacy Financial Solutions, Llc
  Cary, NC
• 05/2021 → 09/2021
  Family Legacy Financial Solutions, Llc
  Cary, NC
• 05/2011 → 05/2021
  School
  Cary, NC
• 02/2022 → 07/2023
  Complete Financial Solutions
  Fuquay-Varina, NC
• 08/2023 → Present
  Secu Brokerage Services
  Raleigh, NC
• 07/2023 → Present
  State Employees's Credit Union
  Fuquay-Varina, NC
• 07/2023 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 09/2023 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2025 → Present
  Members Trust Company
  Tampa, FL

Previous Registrations

• 2022-03-14 → 2023-08-08
  Quest 10 Wealth Builders, Inc.
  Fuquay-Varina, NC
• 2021-09-23 → 2022-01-26
  Family Legacy Financial Solutions, Llc
  Cary, NC

Other Businesses

SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 8/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 09/2023. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: August, 2025. Title: Trust Rep.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-27
• S65 Uniform Investment Adviser Law Examination
  2021-09-01

Other Names

• Gerrit Van Schalkwyk
• Gerrit D. Van Schalkwyk