Gerald D. Kasper
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 Daniel Kasper, CFP®, who also goes by Jerry Kasper, was a registered financial professional .
Gerald is a previously registered financial professional and started their career in finance in 1987. Gerald had worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
March 20, 2020 - January 4, 2023
MINISTRY PARTNERS SECURITIES, LLC
February 3, 2020 - January 4, 2023
MINISTRY PARTNERS SECURITIES, LLC
October 2, 2015 - March 29, 2017
ALLSTATE FINANCIAL SERVICES, LLC
December 7, 2011 - December 31, 2014
CUSO FINANCIAL SERVICES, L.P.
December 7, 2011 - December 31, 2014
CUSO FINANCIAL SERVICES, L.P.
January 26, 2006 - December 31, 2006
MEMBERS TRUST COMPANY
January 18, 2006 - December 7, 2011
CUNA BROKERAGE SERVICES, INC.
April 11, 2005 - January 18, 2006
MEMBERS TRUST COMPANY
February 4, 2005 - December 7, 2011
CUNA BROKERAGE SERVICES, INC.
April 10, 2003 - January 3, 2005
EDWARD JONES
April 18, 2001 - January 14, 2003
METROPOLITAN LIFE INSURANCE COMPANY
April 18, 2001 - January 14, 2003
MSI FINANCIAL SERVICES, INC.
November 23, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
November 23, 1999 - February 26, 2001
EQUITABLE ADVISORS, LLC
July 11, 1990 - June 29, 1999
IDS LIFE INSURANCE COMPANY
July 11, 1990 - June 29, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
April 25, 1989 - July 20, 1990
HOWE BARNES HOEFER & ARNETT, INC.
January 21, 1987 - June 29, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MINISTRY PARTNERS SECURITIES, LLC
CRD#: 154349 / SEC#: , 8-68628
Contact information
FINRA licenses (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 15,166,934 |
Disclosures
| Regulatory Event | 1 |
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.
