Brett Gerber

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2026 → Present
  Bmo Bank, N.A
  Glencoe, IL
• 05/2026 → Present
  Lpl Financial Llc
  Glencoe, IL
• 02/2016 → 09/2022
  Country Capital Management Company
  Bloomington, IL
• 10/2022 → 12/2023
  Bankers Life Securities, Inc
  Schaumburg, IL
• 09/2022 → 12/2023
  Cno Services Llc
  Schaumburg, IL
• 12/2023 → 05/2026
  Jpmorgan Chase Bank (Il)
  Northbrook, IL
• 12/2023 → 05/2026
  J.P. Morgan Securities Llc
  Northbrook, IL

Other Businesses

1. 05/2026 - BMO INVESTMENT SERVICES - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Glencoe, IL, 60022 – OBA Start Date: 05/18/2026 2. 05/2026 - Brett Gerber Notary - Notary - Inv Related – 20 Hour(s)/Month – 20 Hour(s) During Trading – Deerfield, IL 60015 – OBA Start Date: 05/18/2026 3. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-07-01
• S63 Uniform Securities Agent State Law Examination
  2016-01-25

Other Names

• Brett Steven Gerber
• Brett S Gerber