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SG

Scott J. Gebert

ABACUS INVESTMENTS
Dousmans, WI 53118
Some features on this profile are disabled
CRD#: 2570601
SG

Professional summary

Scott Joseph Gebert, who also goes by Scott Joseph Gerbert, is a registered financial professional currently at ABACUS INVESTMENTS, INC. located in Dousmans, Wisconsin.

Scott is registered as a RR (Registered Representative) and started their career in finance in 1995. Scott has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Scott Joseph Gerbert

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) - BD

Click below to view Scott Joseph Gebert's CRS (Customer Relationship Summary).
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

February 14, 1995 - Present

ABACUS INVESTMENTS, INC.

Office #1: S33 W35676 Meadow Trail, Dousmans, WI 53118
BD
CRD#: 35127
Dousmans, WI

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Wisconsin
(2/21/1995)

Exams

State Security Law Exam
RR
Series 63
Date: 2/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/1995
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AI
ABACUS INVESTMENTS, INC.
ABACUS INVESTMENTS, INC.

CRD#: 35127 / SEC#: , 8-46571

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
S33 W35676 Meadow Trail, Dousmans, WI 53118
Mailing Address
S33 W35676 Meadow Trail, Dousman, WI 53118
Phone number
(262) 431-4095
Established
Wisconsin since 09/07/1993
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MONEY CONCEPTS INTERNATIONAL, INC.OWNER
HOHENSEE, FREDERICK EARLPRESIDENT - CHIEF COMPLIANCE OFFICER1431948

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

ABACUS INVESTMENTS, INC.

CRD#: 35127Dousmans, WI 53118

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