TG
Tim R. Gerds
J. W. COLE ADVISORS
Hubertus, WI 53033
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CRD#: 2651778
TG
Professional summary
Tim Russell Gerds, who also goes by Tim R Gerds, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Hubertus, Wisconsin and J.W. COLE FINANCIAL, INC. located in Hubertus, Wisconsin.
Tim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Tim has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim R Gerds
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) WEALTH FREEDOM ADVISORS, LLC/ DBA; INVESTMENT RELATED; 3060 HUBERTUS ROAD, HUBERTUS, WI 53033 D. INVESTMENTS; PRESIDENT; 5/01/2015; 160 HRS, 160 TRADING HRS/MONTH; FINANCIAL ADVISOR/OPERATIONS; OFFICER/DIRECTOR POSITION. (2) FIXED INSURANCE-THROUGH VARIOUS CARRIERS; AGENT. (3) Wealth Freedom Legacy Group LLC; NON-INVESTMENT RELATED; 213 Sterling Ct. Genoa City, Wi 53128; Estate Planning consulting; Consultant; 5/9/2022; 10H per month, 10H during trading hours. (4) The Super Patch Co; Direct Marketing of Holistic Patches; Not investment related; 350 Britannia Rd, Unit #1, WI; Associate; Start 5/1/24; 4 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Tim Russell Gerds'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®
NoneExperience
Current
May 11, 2015 - Present
J. W. COLE ADVISORS, INC.
Office #1: 3060 Hubertus Road, Hubertus, WI 53033RIA
CRD#: 112294
Hubertus, WI
Current
May 1, 2015 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Hubertus, WI
Past
March 8, 2006 - May 5, 2015
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
CEDARBURG, WI
Past
November 5, 2002 - May 5, 2015
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
CEDARBURG, WI
Past
July 21, 1997 - November 4, 2002
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
July 21, 1997 - November 4, 2002
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.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
Arizona(7/13/2015)
RR
California(5/1/2015)
RR
Colorado(5/1/2015)
RR
Florida(5/1/2015)
RR
Illinois(5/1/2015)
RR
Michigan(5/1/2015)
RR
New York(5/1/2015)
RR
North Carolina(5/1/2015)
RR
Pennsylvania(5/1/2015)
RR
Washington(8/6/2019)
RR
Wisconsin(5/1/2015)
IAR
Wisconsin(5/11/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Hubertus, WI 53033TRUST BUT VERIFY
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