Janine Keeperman

GEBHARDT GROUP,

Lafayette, CA 94549

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CRD#: 4794867

Professional summary

Janine Keeperman, CFP®, who also goes by Janine Renee Katter, Janine Renee Keeperman, is a registered financial advisor currently at GEBHARDT GROUP, INC located in Lafayette, California and INTEGRITY ALLIANCE, LLC. located in Lafayette, California.

Janine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Janine has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janine Renee Katter | Janine Renee Keeperman

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.

Employment with Gebhardt Group Inc; Investment Related; 3400 Mt Diablo Blvd, Suite 250, Lafayette, CA 94549; Financial Planning/Wealth Management; Paraplanner; 01/08/2024; 160 hours a month; 160 hours during security hours; helping write financial plans for clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janine Keeperman's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

April 14, 2025 - Present

GEBHARDT GROUP, INC

Office #1: 3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549

RIA

CRD#: 142903

Lafayette, CA

Current

January 21, 2024 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 3390 Mt Diablo Blvd. Suite 250, Lafayette, CA 94549

RIA

CRD#: 139627

Lafayette, CA

Past

January 10, 2024 - December 31, 2024

GEBHARDT GROUP, INC

RIA

CRD#: 6413

FORT MILL, SC

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".

GEBHARDT GROUP, INC

CRD#: 142903 / SEC#: 801-80379

RIA

Registered Investment Advisory firm - (10/28/2014 Approved)

California

Registered Investment Advisory firm - (1/2/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(1/21/2024)

IAR

California
(4/14/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GEBHARDT GROUP, INC

CRD#: 142903 / SEC#: 801-80379

RIA

Registered Investment Advisory firm - (10/28/2014 Approved)

California

Registered Investment Advisory firm - (1/2/2015 Terminated)

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Contact information

Main Address

3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549

Mailing Address

Phone number

(925) 283-9150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GEBHARDT GROUP FORM ADV PART 2A - MARCH 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 295,168,856

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.

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Advisor Monitoring

Firm Stability Insights

Janine Keeperman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janine Keeperman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

GEBHARDT GROUP, INC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

GEBHARDT GROUP, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2004

SIE

Date: 4/10/2017

Series 7

Date: 11/2/2004

FINRA

Current Firm

GEBHARDT GROUP, INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GEBHARDT GROUP, INC

TRUST BUT VERIFY

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