Robert S. Gerber

GERBER WEALTH

Wolcott, IN

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CRD#: 1818573

Professional summary

Robert Scott Gerber, who also goes by Bob Gerber, Robert S Gerber, is a registered financial advisor currently at GERBER WEALTH, LLC located in Wolcott, Indiana.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Gerber | Robert S 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) NAIFA-LAFAYETTE POSITION: Advisory Board Member NATURE: OTHER - Industry National Organization NON-INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 112 N RANGE ST, WOLCOTT IN 47995 DESCRIPTION: Provide advise on chapter business matters 2) TRI-COUNTY EDUCATION FUND ADVISORY BOARD POSITION: Advisory Board Member NATURE: Non-profit organization NON-INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 105 N Second St, WOLCOTT IN 47995 DESCRIPTION: Guide & advise a not for profit education foundation 3) TRI-COUNTY SCHOOL CORPORATION POSITION: School Board Member NATURE: Other - Public School District NON-INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/1994 ADDRESS: 105 N Second St, WOLCOTT IN 47995 DESCRIPTION: Setting policy & making K-12 public school related decisions 4) GERBER FINANCIAL MANAGEMENT, LLC POSITION: Owner/Agent NATURE: INSURANCE LIFE / HEALTH FIXED ANNUITIES INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 80 START DATE: 03/01/1988 ADDRESS: 112 N RANGE ST, WOLCOTT IN 47995 DESCRIPTION: Provide insurance products to clients 5)REMINGTON WOLCOTT COMMUNITY DEVELOPMENT CORPORATION (RWCDC) POSITION: Board Member Non-INVESTMENT RELATED: No NUMBER OF HOURS:5 TRADING HOURS: 0 STATE DATE: ADDRESS: 105 N.Second Street, Wolcott, IN 47995 5)REDEVLOPMENT COMMISSION OF WHITE COUNTY, IN POSITION: ADVISORY Board Member Non-INVESTMENT RELATED: No NUMBER OF HOURS:5 TRADING HOURS: 0 STATE DATE: 2025 ADDRESS: WHITE COUNTY, IN

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott 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

May 31, 2023 - Present

GERBER WEALTH, LLC

RIA

CRD#: 298164

Wolcott, IN

Past

September 6, 2018 - December 31, 2022

GERBER WEALTH, LLC

RIA

CRD#: 298164

WOLCOTT, IN

Past

December 1, 2014 - June 8, 2017

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

WOLCOTT, IN

Past

December 1, 2014 - June 8, 2017

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

WOLCOTT, IN

Past

September 2, 2008 - December 9, 2014

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

WOLCOTT, IN

Past

August 29, 2008 - December 9, 2014

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

WOLCOTT, IN

Past

August 7, 2006 - September 10, 2008

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

WOLCOTT, IN

Past

August 7, 2006 - September 10, 2008

GUNNALLEN FINANCIAL, INC

CRD#: 17609

WOLCOTT, IN

Past

October 11, 1999 - August 9, 2006

SII INVESTMENTS, INC.

RIA

CRD#: 2225

WOLCOTT, IN

Past

July 21, 1998 - August 9, 2006

SII INVESTMENTS, INC.

CRD#: 2225

WOLCOTT, IN

Past

March 4, 1996 - July 17, 1998

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

August 1, 1995 - December 31, 1995

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

May 22, 1995 - August 1, 1995

RELIASTAR FINANCIAL MARKETING CORP.

CRD#: 4234

SEATTLE, WA

Past

June 17, 1993 - May 19, 1995

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

April 7, 1988 - July 8, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 7, 1988 - July 8, 1991

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Indiana
(5/31/2023)

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: 5/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/6/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GERBER WEALTH, LLC

CRD#: 298164 / SEC#:

Indiana

Registered Investment Advisory firm - (5/31/2023 Approved)

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Contact information

Main Address

Wolcott, IN

Mailing Address

Phone number

(219) 279-2800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert S. Gerber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Gerber's CRS (Customer Relationship Summary).

Certified licenses

Experience

GERBER WEALTH, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

RELIASTAR FINANCIAL MARKETING CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/1999

Series 63

Date: 6/20/1988

SIE

Date: 6/8/2017

Series 6

Date: 4/6/1988

Current Firm

GERBER WEALTH, LLC

Contact information

Documents

Red Flags

Company Information

GERBER WEALTH, LLC

TRUST BUT VERIFY

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