Erik Dennis Roemer
CFP®Professional Summary
Erik Dennis Roemer, CFP®, who also goes by Erik D Roemer, Erik Roemer, is a registered financial advisor currently at GERBER, LLC located in Columbus, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Columbus, Ohio. Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Erik has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
Other Aliases
Erik D Roemer, Erik Roemer
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Current Firm
GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC
Contact Information
Main Address
580 N Fourth Street Suite 400, Columbus, OH 43215Phone Number
(614) 431-4343# of Employees
17SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
944AUM (Assets Under Management)
$592,071,283Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/13/2026 | Cover Page | Report |
| 06/26/2025 | Cover Page | Report |
| 07/26/2024 | Cover Page | Report |
| 10/04/2023 | Cover Page | Report |
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Primary Firm SEC Registration
GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC
State Registrations and Notice Filings
(6/1/2000)
(2/11/2021)
(2/11/2021)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Erik Dennis Roemer's CRS (Customer Relationship Summary).
Services Offered by Erik
- Comprehensive Financial Planning
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
