Kevin Patrick Gerbers

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 12/2016
  G&K Services
  Louisville, KY
• 03/2017 → 08/2018
  Legato Financial Group, Inc
  Elizabethtown, KY
• 02/2018 → 12/2018
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2017 → 05/2018
  Regal Investment Advisors, Llc
  Kentwood, MI
• 12/2016 → 03/2017
  Homemaking
  Radcliff, KY
• 02/2019 → 10/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2019 → Present
  Pinnacle Strategic Wealth, Inc.
  San Antonio, TX
• 08/2018 → 02/2019
  Homemaker
  Radcliff, KY
• 09/2018 → Present
  American Financial Education Alliance
  Charlotte, NC
• 11/2022 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2019-02-26 → 2022-10-31
  Ae Wealth Management, Llc
  San Antonio, TX
• 2018-02-13 → 2018-12-17
  Ae Wealth Management, Llc
  Elizabethtown, KY
• 2017-08-16 → 2018-05-02
  Regal Investment Advisors Llc
  Elizabethtown, KY
  Kentwood, MI

Other Businesses

1. PINNACLE STRATEGIC WEALTH INC.; INVESTMENT-RELATED; 18618 Tuscany Stone #200 San Antonio TX 78258; INSURANCE SALES AND SERVICE;PRESIDENT; INVESTMEANT ADVISOR REPRESENTATIVE; 2/2019; 80 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING; ADVISORY AND INSURANCE SERVICES 2. AFEA; Investment-Related; 18618 Tuscany Stone #200 San Antonio TX 78258; Financial Education; President; Presenter; 01/2024; 6hrs/mo; 0hrs/mo during trading; Financial Education Classes

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-16