Christopher W. Gerber

FIDERE ADVISORS

Minnetonka, MN 55305

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CRD#: 1091772

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher W Gerber

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 31, 2023 - Present

FIDERE ADVISORS

Office #1: 13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

RIA

CRD#: 312675

Minnetonka, MN

Past

June 15, 2021 - December 31, 2023

FIDERE ADVISORS

RIA

CRD#: 312675

MINNETONKA, MN

Past

April 19, 2018 - December 31, 2020

STRATEGIC WEALTH GROUP

RIA

CRD#: 284430

Bradenton, FL

Past

January 30, 2009 - August 24, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

MINNETONKA, MN

Past

July 31, 2007 - January 24, 2020

LPL FINANCIAL LLC

CRD#: 6413

MINNETONKA, MN

Past

May 25, 2005 - July 31, 2007

FIRST MIDAMERICA INVESTMENT CORPORATION

CRD#: 104476

ST. LOUIS PARK, MN

Past

July 30, 2002 - December 31, 2002

OSAIC FA, INC.

RIA

CRD#: 3978

MINNETONKA, MN

Past

December 16, 1999 - May 24, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

December 16, 1999 - May 24, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

April 9, 1994 - January 11, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 9, 1994 - January 11, 2000

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 19, 1989 - February 28, 1994

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 15, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 13, 1987 - January 29, 1988

PIPER SANDLER & CO.

CRD#: 665

Past

March 1, 1983 - July 21, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 1/29/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/21/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/19/1983

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 2/5/1983

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 1/30/2001

General Securities Principal Examination

Current Firm

FIDERE ADVISORS

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

CRD#: 312675 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/31/2023 Approved)

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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

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 25,688,317

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Christopher W. Gerber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDERE ADVISORS

STRATEGIC WEALTH GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRST MIDAMERICA INVESTMENT CORPORATION

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

PIPER SANDLER & CO.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2009

Series 63

Date: 3/1/1983

SIE

Date: 10/1/2018

Series 31

Date: 9/21/2007

Series 7

Date: 2/19/1983

Series 3

Date: 2/5/1983

Series 24

Date: 1/30/2001

Current Firm

FIDERE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDERE ADVISORS

TRUST BUT VERIFY

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