Tim Russell Gerds

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 05/2015 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 05/2015 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-03-08 → 2015-05-05
  U.S. Bancorp Investments, Inc.
  Germantown, WI
  Milwaukee, WI
  Hartford, WI
  Grafton, WI
  Cedarburg, WI
  Mequon, WI
  Bayside, WI
  Milwaukee, WI
  Grafton, WI
  Cedarburg, WI
  West Bend, WI
  Hartford, WI

Other Businesses

(1) WEALTH FREEDOM ADVISORS, LLC/ DBA; INVESTMENT RELATED; 3060 HUBERTUS ROAD, HUBERTUS, WI 53033 D. INVESTMENTS; PRESIDENT; 5/01/2015; 160 HRS, 160 TRADING HRS/MONTH; FINANCIAL ADVISOR/OPERATIONS; OFFICER/DIRECTOR POSITION. (2) FIXED INSURANCE-THROUGH VARIOUS CARRIERS; AGENT. (3) Wealth Freedom Legacy Group LLC; NON-INVESTMENT RELATED; 213 Sterling Ct. Genoa City, Wi 53128; Estate Planning consulting; Consultant; 5/9/2022; 10H per month, 10H during trading hours. (4) The Super Patch Co; Direct Marketing of Holistic Patches; Not investment related; 350 Britannia Rd, Unit #1, WI; Associate; Start 5/1/24; 4 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-25

Other Names

• Tim R Gerds