Robert C. Gerstemeier
GERSTEMEIER FINANCIAL GROUP,LLC
Oak Brook, Il, IL 60523
Some features on this profile are disabled
CRD#: 4664996
Professional summary
Robert C. Gerstemeier, CFP® is a registered financial advisor currently at GERSTEMEIER FINANCIAL GROUP,LLC located in Oak Brook, Il, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 1 firm and has passed the Series 65 exam.
Biography
Author of, Planning Your Retirement: A Practical Guide for Turning Your Dreams Into Reality.
What is the book about? In Planning Your Retirement, I draw on twenty years of experience to remove the guesswork and outline the steps you need to take to prepare for a comfortable retirement. These strategies will help you navigate and identify the right investments, plan your estate, decide when to retire, and ensure you’ll be able to cover all your needs when the time comes.
Question & Answer
What are your service offerings?
Retirement Income Management
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Tax Planning
Business Succession Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
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 Robert C. Gerstemeier'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®
CFP®
Start date: 2003
Experience
Current
June 13, 2003 - Present
GERSTEMEIER FINANCIAL GROUP,LLC
Office #1: 1415 22nd St. Toer Floor, Oak Brook, Il, IL 60523RIA
CRD#: 127052
Oak Brook, Il, IL
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".
GF
GERSTEMEIER FINANCIAL GROUP,LLC
GERSTEMEIER FINANCIAL GROUP,LLC
CRD#: 127052 / SEC#: 801-124711
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)Florida
Registered Investment Advisory firm - (4/28/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/28/2022 Terminated)Ohio
Registered Investment Advisory firm - (5/2/2022 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.Highlighted states indicate IAR registrations
IAR
California(1/26/2024)
IAR
Florida(4/20/2018)
IAR
Illinois(6/13/2003)
IAR
Ohio(4/20/2009)
Current Firm
GF
GERSTEMEIER FINANCIAL GROUP,LLC
GERSTEMEIER FINANCIAL GROUP,LLC
CRD#: 127052 / SEC#: 801-124711
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)Florida
Registered Investment Advisory firm - (4/28/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/28/2022 Terminated)Ohio
Registered Investment Advisory firm - (5/2/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Naples, FL
Mailing Address
Phone number
(630) 420-6601
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 219 |
| AUM (Assets Under Management) | $ 131,433,640 |
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.
