Janine Keeperman
CFP®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. Janine is registered as an IAR (Investment Advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Janine Keeperman, Janine Renee Katter, Janine Renee Keeperman
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Credentials
Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Current Firm
GEBHARDT GROUP, INC
Contact Information
Main Address
3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549Phone Number
(925) 283-9150# of Employees
7SEC 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
807AUM (Assets Under Management)
$346,411,082Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Primary Firm SEC Registration
GEBHARDT GROUP, INC
State Registrations and Notice Filings
(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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
CRS (Client Relationship Summary) - RIA
Click below to view Janine Keeperman's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES