Robert C. Gerstemeier
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
- Education Funding
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
GERSTEMEIER FINANCIAL GROUP,LLC
Contact Information
Main Address
Naples, FLPhone Number
(630) 420-6601# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
229AUM (Assets Under Management)
$142,959,605Similar Advisors
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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.
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Primary Firm SEC Registration
GERSTEMEIER FINANCIAL GROUP,LLC
State Registrations and Notice Filings
(1/26/2024)
(4/20/2018)
(6/13/2003)
(4/20/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert C. Gerstemeier's CRS (Customer Relationship Summary).
Services Offered by Robert
- Retirement Planning
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
- Education Funding
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