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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerber & Associates Insurance, Inc. | Doylestown | OH | 03/2009 | Present |
| K.J. Gerber & Company Llc | Orrville | OH | 01/2015 | Present |
| Sequent Planning, Llc | Burbank | OH | 06/2018 | 07/2026 |
| Hornor, Townsend & Kent, Llc | Conshonocken | PA | 07/2026 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 11821 OVERTON RD, BURBANK, OH 44214 | START DATE: 07/01/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 120 | APPROX TRADING HRS PER MTH: 120 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2)FARMING | INVESTMENT RELATED: NO | DBA NAME: GERBER ASSET MANGEMENT | POSITION HELD: PARTNER | ADDRESS: 11821 OVERTON RD, BURBANK, OH 44214 | START DATE: 11/2019 | NATURE OF ACTIVITY: FARMING | APPROX HRS PER MTH: 60 | APPROX TRADING HRS PER MTH: 30 | DESCRIPTION OF DUTIES: MANAGING A FARM AND REAL ESTATE PROPERTIES 3)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: GERBER RETIREMENT ADVISERS | POSITION HELD: PARTNER | ADDRESS: 11821 OVERTON RD, BURBANK, OH 44214 | START DATE: 06/2018 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 120 | APPROX TRADING HRS PER MTH: 120 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-02 |
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