CG
Cory R. Gebel
RIDGELINE PUBLIC ADVISORS
MORRISON, CO
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CRD#: 3042866
CG
Professional summary
Cory Robert Gebel, CFA is a registered financial advisor currently at RIDGELINE PUBLIC ADVISORS, LLC located in Morrison, Colorado.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cory has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cory Robert Gebel'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®
Experience
Current
June 3, 2025 - Present
RIDGELINE PUBLIC ADVISORS, LLC
RIA
CRD#: 336491
MORRISON, CO
Past
March 29, 2018 - May 21, 2025
PTMA INVESTMENT ADVISORS
RIA
CRD#: 159189
DENVER, CO
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
Colorado(6/3/2025)
Exams
Current Firm
RP
RIDGELINE PUBLIC ADVISORS, LLC
RIDGELINE PUBLIC ADVISORS | RIDGELINE PUBLIC ADVISORS, LLC
CRD#: 336491 / SEC#:
Colorado
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Contact information
Main Address
Morrison, CO
Mailing Address
Phone number
(720) 879-1800
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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