GD
Gerrin P. Degroot
MSP WEALTH MANAGEMENT
Klamath Falls, OR 97601
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CRD#: 4817044
GD
Professional summary
Gerrin Patrick Degroot is a registered financial advisor currently at MSP WEALTH MANAGEMENT, LLC located in Klamath Falls, Oregon.
Gerrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gerrin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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.
1) FIXED INSURANCE POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 5/30/06 ADDRESS: 824 Pine St., Klamath Falls OR 97601, United States DESCRIPTION: Insurance sales 2) MOLATORE & CO. LLP (fka MOLATORE, SCROGGIN, PETERSON & CO. LLP) POSITION: CPA NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/1993 ADDRESS: 824 Pine St., Klamath Falls OR 97601, United States DESCRIPTION: CPA firm 3) J.H. HOUSE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 1/8/2007 DESCRIPTION: Trustee duties 4) [REDACTED] (INDIVIDUAL) POSITION: Co-Conservator NATURE: I am the Co-Conservator of [REDACTED]. [REDACTED] is the other Co-conservator. [REDACTED] runs about 90% of the activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2018 ADDRESS: 36730 South Chiloquin Road, Chiloquin OR 97624, United States DESCRIPTION: [REDACTED] has [REDACTED] limitations. [REDACTED] does most of the conservator duties for [REDACTED] and I am here to assist [REDACTED] when necessary.
CRS (Client Relationship Summary) - RIA
Click below to view Gerrin Patrick Degroot'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®
NoneExperience
Current
March 25, 2020 - Present
MSP WEALTH MANAGEMENT, LLC
Office #1: 824 Pine Street, Klamath Falls, OR 97601RIA
CRD#: 306522
Klamath Falls, OR
Past
October 25, 2019 - April 1, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
October 25, 2019 - April 1, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Eagle Point, OR
Past
March 23, 2006 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
KLAMATH FALLS, OR
Past
November 4, 2004 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
KLAMATH FALLS, OR
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".
MW
MSP WEALTH MANAGEMENT, LLC
DESERT ADVISORY LLC | MSP WEALTH MANAGEMENT, LLC
CRD#: 306522 / SEC#: 801-117846
RIA
Registered Investment Advisory firm - (1/3/2020 Approved)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
Oregon(3/25/2020)
IAR
Texas(12/21/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MSP WEALTH MANAGEMENT, LLC
DESERT ADVISORY LLC | MSP WEALTH MANAGEMENT, LLC
CRD#: 306522 / SEC#: 801-117846
RIA
Registered Investment Advisory firm - (1/3/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
824 Pine Street, Klamath Falls, OR 97601
Mailing Address
Phone number
(541) 884-4164
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 795 |
| AUM (Assets Under Management) | $ 193,009,400 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
