Gerald D. Gracik
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gerald Don Gracik JR. was a registered financial professional .
Gerald is a previously registered financial professional and started their career in finance in 2000. Gerald had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 22, 2018 - December 1, 2021
REHMANN FINANCIAL NETWORK, LLC
January 24, 2017 - December 31, 2017
REHMANN FINANCIAL NETWORK, LLC
March 11, 2010 - December 1, 2021
REHMANN WEALTH
February 26, 2010 - December 31, 2017
OSAIC WEALTH, INC.
October 6, 2008 - February 26, 2010
TRIAD ADVISORS LLC
August 8, 2000 - October 9, 2008
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
REHMANN FINANCIAL NETWORK, LLC
CRD#: 165027 / SEC#: , 8-69134
Contact information
FINRA licenses (29 States and Territories)
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.
