Stephen L. Gerritz
Professional summary
Stephen Lee Gerritz, CFP® is a registered financial advisor currently at GERRITZ WEALTH MANAGEMENT, INC. located in Medford, Oregon.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Stephen has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Lee Gerritz's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
October 25, 2010 - Present
GERRITZ WEALTH MANAGEMENT, INC.
June 14, 1988 - May 22, 1992
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 20, 1988 - June 17, 1988
PAN-WEST CAPITAL CORP.
November 13, 1986 - January 5, 1988
PFG SECURITIES, INC.
October 5, 1982 - November 14, 1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
January 30, 1982 - September 24, 1982
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2010)
(11/29/2023)
Exams
Current Firm
GERRITZ WEALTH MANAGEMENT, INC.
CRD#: 152716 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 4,969,131 |
Red Flags
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