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Christopher Wayne Gerber

FIDERE ADVISORS
MINNETONKA, MN
·CRD# 1091772·43 years experience

Professional Summary

Christopher Wayne Gerber, who also goes by Christopher W Gerber, is a registered financial advisor currently at FIDERE ADVISORS located in Minnetonka, Minnesota. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Christopher has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 3 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher W Gerber

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

FIDERE ADVISORS·CRD# 312675
RIA
13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305
December 31, 2023 - Present
FIDERE ADVISORS·CRD# 312675
RIA
Minnetonka, MN
June 15, 2021 - December 31, 2023
STRATEGIC WEALTH GROUP·CRD# 284430
RIA
Bradenton, FL
April 19, 2018 - December 31, 2020
LPL FINANCIAL LLC·CRD# 6413
RIA
Minnetonka, MN
January 30, 2009 - August 24, 2018
LPL FINANCIAL LLC·CRD# 6413
BD
Minnetonka, MN
July 31, 2007 - January 24, 2020
FIRST MIDAMERICA INVESTMENT CORPORATION·CRD# 104476
BD
St. Louis Park, MN
May 25, 2005 - July 31, 2007
OSAIC FA, INC.·CRD# 3978
RIA
Minnetonka, MN
July 30, 2002 - December 31, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
December 16, 1999 - May 24, 2005
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
December 16, 1999 - May 24, 2005
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
April 9, 1994 - January 11, 2000
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
April 9, 1994 - January 11, 2000
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
November 19, 1989 - February 28, 1994
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
January 15, 1988 - November 19, 1989
PIPER SANDLER & CO.·CRD# 665
BD
July 13, 1987 - January 29, 1988
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
March 1, 1983 - July 21, 1987

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Current Firm

FA
FIDERE ADVISORS

FIDERE | RAPACKI & CO ADVISORY | FIDERE ADVISORS, LLC | FIDERE ADVISORS

CRD#: 312675
Minnesota
Registered Investment Advisory firm - Minnesota (12/31/2023 Approved)

Contact Information

Main Address

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

Mailing Address

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

Phone Number

(833) 234-3373

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

135

AUM (Assets Under Management)

$24,504,066

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 07/26/2007: Christopher W. Gerber, Sole Proprietor - INV REL - Bradenton, FL - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - LTC, DISABILITY INSURANCE 2. 05/10/2010: BEAUTIFUL LIGHT, LLC - NOT INV REL - PHOTOGRAPHY - 1% OF TIME SPENT - PHOTOGRAPHER: PHOTOGRAPH PEOPLE, ANIMALS, EVENTS, LANDSCAPE, ARCHITECTURE Bradenton, FL 3. 10/29/2015 - CFA Institute - INV REL - Outside/W-2 Employment - START 06/24/2016 - grading CFA exams. 4. 6/6/2018 - Strategic Wealth Group RIA, LLC - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/31/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Strategic Wealth Group RIA, LLC, an independent investment advisor firm. I started this business activity in 05/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 6/8/2018 - Running Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/31/2018 - 160 Hours Per Month During Securities Trading.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Minnesota
(12/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1983About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Sep 2007About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Feb 1983About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Feb 1983About the Series 3 exam

Series 24 — General Securities Principal Examination

Passed Jan 2001About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Wayne Gerber's CRS (Customer Relationship Summary).

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