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Gerald C. Pickert

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CRD#: 1146468
GP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerald Christopher Pickert, who also goes by Gerald C Pickert, Jerry Pickert, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1984. Gerald had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerald C Pickert | Jerry Pickert

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 31, 2011 - December 31, 2019

CHIEF ADVISORS CORP

RIA
CRD#: 125261
RICHMOND, KS
Past

January 31, 2011 - December 31, 2022

FIRST ASSET FINANCIAL INC.

BD
CRD#: 139107
SALINA, KS
Past

July 17, 2001 - February 1, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
RICHMOND, KS
Past

June 7, 1999 - February 1, 2011

SECURITIES AMERICA, INC.

BD
CRD#: 10205
RICHMOND, KS
Past

August 29, 1996 - June 9, 1999

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

January 1, 1996 - August 28, 1996

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

June 6, 1995 - January 1, 1996

ANDOVER SECURITIES, INC.

BD
CRD#: 16903
KANSAS CITY, MO
Past

December 1, 1986 - June 6, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 25, 1984 - December 9, 1986

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

February 28, 1984 - September 28, 1984

FIRM ONE SECURITIES, INCORPORATED

BD
CRD#: 13531

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CA
CHIEF ADVISORS CORP
CHIEF ADVISORS CORP | CHIEF ADVISORS CORPORATION

CRD#: 125261 / SEC#:

Kansas
Registered Investment Advisory firm - (6/11/2003 Approved)
Michigan
Registered Investment Advisory firm - (3/25/2008 Approved)
Missouri
Registered Investment Advisory firm - (4/22/2013 Approved)
Nebraska
Registered Investment Advisory firm - (12/31/2011 Terminated)
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Contact information


Main Address
110 E. Iron Ave, Suite B, Salina, KS 67401
Mailing Address
P.o. Box 1364, Salina, KS 67402-1364
Phone number
(785) 827-7700
Established
Firm type
Fiscal year end
# of Employees
9

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts344
AUM (Assets Under Management)$ 92,800,290

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.

Company Information


CHIEF ADVISORS CORP

CRD#: 125261

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